+685.7%
SMCI vs DOCS
-21.3%
+706.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.4% | -1.5% | -2.6% |
| 7D | -11.5% | -0.6% | -10.9% | -11.4% |
| 30D | -33.6% | +6.3% | -39.9% | -34.4% |
| 3M | -11.7% | +26.5% | -38.2% | -16.2% |
| 6M | -21.4% | +24.8% | -46.2% | -26.9% |
| YTD | -5.1% | -26.8% | +21.7% | -1.8% |
| 1Y | -30.9% | -38.3% | +7.4% | -25.8% |
| 3Y | +4.5% | +36.0% | -31.6% | -7.3% |
| 5Y | +534.2% | -55.0% | +589.2% | +518.8% |
| All | +685.7% | -21.3% | +706.9% | +652.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling