+324.3%
DOCN vs SMTC
+463.0%
-138.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +9.2% | -6.4% | -0.3% |
| 7D | +1.1% | +12.7% | -11.6% | -2.9% |
| 30D | -9.6% | +22.0% | -31.6% | -15.9% |
| 3M | -37.7% | -12.7% | -25.0% | -36.1% |
| 6M | +115.2% | +64.8% | +50.4% | +78.7% |
| YTD | +133.7% | +100.7% | +33.0% | +83.2% |
| 1Y | +250.2% | +146.9% | +103.3% | +158.1% |
| All | +324.3% | +463.0% | -138.7% | +98.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling