-2.5%
SPOT vs DOCU
+10.1%
-12.5%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.4% |
| 7D | +1.6% | -5.5% | +7.2% | +3.2% |
| 30D | +17.6% | +12.6% | +4.9% | +14.0% |
| 3M | +26.9% | +36.4% | -9.5% | +16.9% |
| 6M | +41.8% | +66.8% | -25.0% | +22.0% |
| YTD | +3.8% | +13.5% | -9.6% | -8.0% |
| 1Y | -2.5% | +11.3% | -13.8% | -13.8% |
| All | -2.5% | +10.1% | -12.5% | -13.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling