+523.5%
SMCI vs DOCN
-29.3%
+552.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.2% | +3.7% | +0.8% |
| 7D | -6.6% | +19.1% | -25.7% | -11.7% |
| 30D | -24.9% | -21.0% | -3.9% | -19.7% |
| 3M | -31.4% | -34.7% | +3.4% | -23.1% |
| 6M | -16.0% | -45.8% | +29.7% | -1.9% |
| YTD | -8.2% | +79.4% | -87.6% | -28.3% |
| 1Y | -23.4% | +91.0% | -114.5% | -41.3% |
| 3Y | +5.0% | +237.5% | -232.4% | -34.5% |
| All | +523.5% | -29.3% | +552.8% | +343.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling