+60.1%
DOCN vs SMTC
+91.8%
-31.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +9.2% | -6.4% | -1.0% |
| 7D | +1.1% | +12.7% | -11.6% | -3.9% |
| 30D | -9.6% | +22.0% | -31.6% | -17.6% |
| 3M | -37.7% | -12.7% | -25.0% | -35.7% |
| 6M | +115.2% | +64.8% | +50.4% | +67.6% |
| YTD | +133.7% | +100.7% | +33.0% | +67.9% |
| 1Y | +250.2% | +146.9% | +103.3% | +129.4% |
| 3Y | +320.3% | +456.8% | -136.5% | +43.7% |
| All | +60.1% | +91.8% | -31.8% | +65.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling