+1,480.1%
SMCI vs DOCU
+104.6%
+1,375.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.7% | -0.6% |
| 7D | -6.0% | -4.8% | -1.3% | -5.1% |
| 30D | -31.7% | +9.4% | -41.1% | -33.0% |
| 3M | -8.1% | +29.0% | -37.2% | -13.4% |
| 6M | -19.1% | +62.3% | -81.5% | -28.1% |
| YTD | -2.3% | +13.7% | -16.0% | -7.1% |
| 1Y | -28.1% | +11.5% | -39.6% | -31.4% |
| 3Y | +8.0% | +94.2% | -86.2% | -8.6% |
| 5Y | +537.8% | -71.7% | +609.6% | +561.6% |
| All | +1,480.1% | +104.6% | +1,375.5% | +1,299.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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