+274.5%
SPMO vs DOCU
+107.7%
+166.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -2.0% | -5.3% | -7.0% |
| 7D | -14.0% | -3.2% | -10.8% | -13.6% |
| 30D | -20.0% | +15.7% | -35.6% | -21.6% |
| 3M | -18.4% | +37.3% | -55.7% | -22.3% |
| 6M | -10.9% | +63.1% | -74.0% | -17.9% |
| YTD | +3.2% | +15.4% | -12.1% | -0.4% |
| 1Y | +3.1% | +11.3% | -8.2% | -0.1% |
| 3Y | +113.3% | +92.1% | +21.3% | +85.0% |
| 5Y | +99.0% | -70.5% | +169.5% | +116.0% |
| All | +274.5% | +107.7% | +166.9% | +171.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded DOCU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling