-2.7%
SMCI vs DOCN
+254.3%
-257.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.8% | +1.7% | +3.9% |
| 7D | +6.8% | +1.1% | +5.6% | +6.5% |
| 30D | +30.6% | -9.6% | +40.2% | +33.5% |
| 3M | -15.6% | -37.7% | +22.1% | -8.9% |
| 6M | +21.3% | +115.2% | -94.0% | +6.0% |
| YTD | +35.3% | +133.7% | -98.5% | +14.8% |
| 1Y | -2.7% | +250.2% | -252.9% | -21.1% |
| All | -2.7% | +254.3% | -257.1% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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