+976.8%
SMCI vs DOCN
+205.3%
+771.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +12.6% | -11.0% | -1.7% |
| 7D | +9.7% | +16.3% | -6.6% | +5.0% |
| 30D | +29.3% | +2.0% | +27.3% | +28.2% |
| 3M | -8.5% | -25.2% | +16.7% | -2.6% |
| 6M | +28.6% | +132.7% | -104.1% | -2.1% |
| YTD | +37.5% | +163.3% | -125.7% | -0.1% |
| 1Y | +0.5% | +280.3% | -279.8% | -35.1% |
| 3Y | +43.4% | +371.8% | -328.4% | -14.0% |
| 5Y | +1,008.2% | +87.1% | +921.1% | +624.4% |
| All | +976.8% | +205.3% | +771.5% | +595.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling