-37.6%
SMCI vs DOCS
-47.4%
+9.9%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +6.3% | -12.1% | -5.9% |
| 7D | -17.3% | +1.2% | -18.6% | -17.3% |
| 30D | -31.5% | +21.3% | -52.8% | -31.8% |
| 3M | -6.6% | +58.4% | -65.0% | -8.8% |
| 6M | +6.0% | +39.3% | -33.3% | +4.4% |
| YTD | +1.1% | -21.7% | +22.8% | +4.9% |
| 1Y | -37.6% | -47.3% | +9.8% | -27.2% |
| All | -37.6% | -47.4% | +9.9% | -27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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