+292.3%
SPOT vs DOCU
+111.8%
+180.5%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.4% | +4.5% |
| 7D | +16.6% | -3.7% | +20.3% | +18.0% |
| 30D | +29.9% | +15.0% | +15.0% | +23.8% |
| 3M | +31.3% | +39.9% | -8.6% | +16.3% |
| 6M | +43.2% | +66.2% | -22.9% | +18.3% |
| YTD | +8.1% | +17.7% | -9.6% | -0.5% |
| 1Y | -0.3% | +13.7% | -14.0% | -7.5% |
| 3Y | +269.3% | +95.9% | +173.3% | +158.9% |
| 5Y | +113.9% | -71.7% | +185.5% | +150.8% |
| All | +292.3% | +111.8% | +180.5% | +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