+5.0%
SMCI vs DOCN
+245.3%
-240.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.2% | +3.7% | +1.0% |
| 7D | -6.6% | +19.1% | -25.7% | -12.5% |
| 30D | -24.9% | -21.0% | -3.9% | -18.8% |
| 3M | -31.4% | -34.7% | +3.4% | -21.8% |
| 6M | -16.0% | -45.8% | +29.7% | +0.1% |
| YTD | -8.2% | +79.4% | -87.6% | -33.7% |
| 1Y | -23.4% | +91.0% | -114.4% | -46.1% |
| 3Y | +5.0% | +237.5% | -232.4% | -50.7% |
| All | +5.0% | +245.3% | -240.2% | -50.7% |
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