+267.4%
SPOT vs DOCU
+91.1%
+176.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.0% | -0.1% | -1.7% |
| 7D | +10.3% | -3.2% | +13.5% | +11.0% |
| 30D | +25.9% | +15.7% | +10.2% | +22.1% |
| 3M | +27.4% | +37.3% | -9.9% | +18.9% |
| 6M | +46.5% | +63.1% | -16.7% | +30.9% |
| YTD | +5.8% | +15.4% | -9.6% | +0.2% |
| 1Y | -0.9% | +11.3% | -12.2% | -5.7% |
| All | +267.4% | +91.1% | +176.3% | +280.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling