+669.2%
SMCI vs DOCN
+74.7%
+594.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.5% | +3.7% | +5.5% |
| 7D | -12.7% | -19.2% | +6.4% | -7.4% |
| 30D | -36.0% | -43.1% | +7.1% | -25.3% |
| 3M | -2.1% | -40.7% | +38.6% | +12.4% |
| 6M | -17.0% | -55.0% | +38.0% | +1.3% |
| YTD | -1.7% | +50.6% | -52.4% | -17.0% |
| 1Y | -28.7% | +54.0% | -82.7% | -40.1% |
| 3Y | +13.9% | +203.9% | -190.0% | -22.4% |
| 5Y | +517.4% | -29.4% | +546.8% | +377.7% |
| All | +669.2% | +74.7% | +594.5% | +477.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling