+2,991.3%
SMCI vs DOC
+78.7%
+2,912.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -0.2% | -8.3% | -8.4% |
| 7D | -21.3% | +6.2% | -27.6% | -23.4% |
| 30D | -37.7% | +6.5% | -44.2% | -39.6% |
| 3M | -10.7% | -6.2% | -4.4% | -8.9% |
| 6M | -2.7% | +25.6% | -28.3% | -12.1% |
| YTD | -7.5% | +32.1% | -39.6% | -17.5% |
| 1Y | -35.6% | +20.3% | -55.9% | -40.5% |
| 3Y | +6.2% | +42.7% | -36.5% | -9.8% |
| 5Y | +481.4% | -22.2% | +503.5% | +519.3% |
| 10Y | +1,128.1% | +16.5% | +1,111.6% | +959.4% |
| All | +2,991.3% | +78.7% | +2,912.6% | +2,057.6% |
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