-30.9%
SMCI vs DOCU
+10.7%
-41.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.7% | -2.8% |
| 7D | -11.5% | -3.4% | -8.1% | -11.7% |
| 30D | -33.6% | +9.3% | -42.9% | -33.1% |
| 3M | -11.7% | +30.2% | -41.9% | -10.2% |
| 6M | -21.4% | +62.1% | -83.6% | -19.2% |
| YTD | -5.1% | +13.5% | -18.6% | -0.2% |
| 1Y | -30.9% | +11.5% | -42.4% | -26.9% |
| All | -30.9% | +10.7% | -41.5% | -26.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling