-99.5%
SPXU vs DOC
+14.9%
-114.4%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | -0.2% | +13.5% | +13.0% |
| 7D | +14.2% | +6.2% | +8.0% | +20.9% |
| 30D | +19.3% | +6.5% | +12.9% | +26.4% |
| 3M | +16.2% | -6.2% | +22.4% | +9.5% |
| 6M | -3.5% | +25.6% | -29.1% | +20.8% |
| YTD | -19.2% | +32.1% | -51.3% | +7.2% |
| 1Y | -20.7% | +20.3% | -41.0% | -3.9% |
| 3Y | -79.5% | +42.7% | -122.2% | -67.4% |
| 5Y | -81.7% | -22.2% | -59.6% | -81.6% |
| All | -99.5% | +14.9% | -114.4% | -98.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling