+41.3%
SMCI vs DOCN
+324.7%
-283.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.8% | +1.7% | +3.6% |
| 7D | +6.8% | +1.1% | +5.6% | +6.3% |
| 30D | +30.6% | -9.6% | +40.2% | +35.0% |
| 3M | -15.6% | -37.7% | +22.1% | -2.8% |
| 6M | +21.3% | +115.2% | -94.0% | -14.2% |
| YTD | +35.3% | +133.7% | -98.5% | -9.5% |
| 1Y | -2.7% | +250.2% | -252.9% | -46.7% |
| All | +41.3% | +324.7% | -283.5% | -22.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling