-2.7%
SMCI vs DOC
+23.9%
-26.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.8% | +6.3% | +5.9% |
| 7D | +6.8% | -1.5% | +8.2% | +7.8% |
| 30D | +30.6% | -4.8% | +35.3% | +35.1% |
| 3M | -15.6% | +6.9% | -22.5% | -23.1% |
| 6M | +21.3% | +20.7% | +0.5% | -1.8% |
| YTD | +35.3% | +34.1% | +1.1% | +7.8% |
| 1Y | -2.7% | +22.6% | -25.4% | -20.5% |
| All | -2.7% | +23.9% | -26.6% | -20.5% |
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