+526.4%
SMCI vs DOCS
-52.6%
+579.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -0.1% | -11.2% | -11.3% |
| 7D | -0.3% | +0.1% | -0.4% | -0.3% |
| 30D | -30.9% | +8.7% | -39.6% | -32.2% |
| 3M | -28.2% | +32.9% | -61.1% | -33.1% |
| 6M | -17.7% | +25.5% | -43.2% | -24.3% |
| YTD | -7.8% | -25.0% | +17.2% | -4.3% |
| 1Y | -28.8% | -34.9% | +6.0% | -23.5% |
| 3Y | +1.5% | +39.3% | -37.9% | -14.1% |
| All | +526.4% | -52.6% | +579.0% | +500.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling