+50.2%
DOCN vs SMTC
+33.8%
+16.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -17.5% | +1.6% | -7.0% |
| 7D | -29.3% | -35.0% | +5.7% | -12.2% |
| 30D | -46.0% | -53.6% | +7.5% | -21.9% |
| 3M | -43.2% | -24.5% | -18.7% | -36.1% |
| 6M | -53.7% | -19.0% | -34.7% | -52.0% |
| YTD | +46.9% | +24.2% | +22.7% | +20.2% |
| All | +50.2% | +33.8% | +16.3% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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