-30.9%
SMCI vs DOCN
+58.0%
-88.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.6% | -4.4% | -3.3% |
| 7D | -11.5% | -12.1% | +0.7% | -8.1% |
| 30D | -33.6% | -41.0% | +7.4% | -22.9% |
| 3M | -11.7% | -38.7% | +27.0% | +0.6% |
| 6M | -21.4% | -51.5% | +30.1% | -7.6% |
| YTD | -5.1% | +65.3% | -70.3% | -24.0% |
| 1Y | -30.9% | +53.9% | -84.8% | -40.1% |
| All | -30.9% | +58.0% | -88.9% | -40.1% |
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