+4,419.4%
SMCI vs DOC
+81.5%
+4,337.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.8% | +6.3% | +5.3% |
| 7D | +6.8% | -1.5% | +8.2% | +7.4% |
| 30D | +30.6% | -4.8% | +35.3% | +33.2% |
| 3M | -15.6% | +6.9% | -22.5% | -18.5% |
| 6M | +21.3% | +20.7% | +0.5% | +12.6% |
| YTD | +35.3% | +34.1% | +1.1% | +20.5% |
| 1Y | -2.7% | +22.6% | -25.4% | -10.6% |
| 3Y | +40.3% | +20.8% | +19.5% | +27.8% |
| 5Y | +941.8% | -24.9% | +966.7% | +1,029.1% |
| 10Y | +1,687.4% | -1.8% | +1,689.2% | +1,555.0% |
| All | +4,419.4% | +81.5% | +4,337.9% | +3,053.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling