+239.1%
SPOT vs DOCU
+80.0%
+159.0%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.7% | -6.9% | -4.4% |
| 7D | -0.9% | +6.9% | -7.8% | -3.2% |
| 30D | +12.5% | +19.0% | -6.5% | +5.4% |
| 3M | +9.9% | +34.3% | -24.4% | -1.8% |
| 6M | +1.6% | +48.0% | -46.4% | -12.9% |
| YTD | -6.6% | 0.0% | -6.6% | -9.0% |
| 1Y | -22.9% | -10.3% | -12.7% | -22.9% |
| 3Y | +244.3% | +32.4% | +211.9% | +178.0% |
| 5Y | +117.8% | -77.9% | +195.7% | +176.8% |
| All | +239.1% | +80.0% | +159.0% | +148.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling