+538.5%
SMCI vs DOCS
-51.8%
+590.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.0% | +8.2% | +6.6% |
| 7D | -12.7% | -0.8% | -12.0% | -12.7% |
| 30D | -36.0% | +17.4% | -53.4% | -38.4% |
| 3M | -2.1% | +57.4% | -59.5% | -13.2% |
| 6M | -17.0% | +26.5% | -43.6% | -23.9% |
| YTD | -1.7% | -26.6% | +24.8% | +2.4% |
| 1Y | -28.7% | -48.1% | +19.3% | -19.1% |
| 3Y | +13.9% | +52.6% | -38.8% | -6.5% |
| All | +538.5% | -51.8% | +590.4% | +521.1% |
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