-2.7%
SMCI vs DOCS
-60.9%
+58.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.8% | +7.3% | +4.7% |
| 7D | +6.8% | -1.4% | +8.2% | +6.8% |
| 30D | +30.6% | +21.8% | +8.8% | +27.6% |
| 3M | -15.6% | +27.3% | -42.9% | -18.0% |
| 6M | +21.3% | -0.3% | +21.6% | +20.8% |
| YTD | +35.3% | -40.5% | +75.8% | +51.5% |
| 1Y | -2.7% | -61.5% | +58.8% | +46.3% |
| All | -2.7% | -60.9% | +58.2% | +46.3% |
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