-30.6%
SPXU vs DOC
+21.8%
-52.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +3.1% | -8.0% | -4.2% |
| 7D | +2.2% | +8.7% | -6.6% | +4.0% |
| 30D | +3.8% | +7.6% | -3.9% | +5.4% |
| 3M | +3.3% | -5.3% | +8.5% | +1.8% |
| 6M | -16.7% | +27.6% | -44.3% | -9.6% |
| YTD | -28.6% | +32.4% | -61.0% | -21.8% |
| 1Y | -30.6% | +22.9% | -53.4% | -25.9% |
| All | -30.6% | +21.8% | -52.4% | -25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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