-23.4%
SMCI vs DOCU
+18.5%
-41.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.4% |
| 7D | -6.6% | +4.1% | -10.6% | -6.3% |
| 30D | -24.9% | +7.4% | -32.3% | -24.5% |
| 3M | -31.4% | +26.0% | -57.4% | -30.0% |
| 6M | -16.0% | +79.2% | -95.2% | -12.8% |
| YTD | -8.2% | +18.1% | -26.3% | -4.2% |
| 1Y | -23.4% | +20.5% | -43.9% | -20.5% |
| All | -23.4% | +18.5% | -41.9% | -20.5% |
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