-28.8%
SMCI vs DOCU
+10.8%
-39.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.7% | -0.5% |
| 7D | -6.0% | -4.8% | -1.3% | -6.4% |
| 30D | -31.7% | +9.4% | -41.1% | -31.2% |
| 3M | -8.1% | +29.0% | -37.2% | -6.6% |
| 6M | -19.1% | +62.3% | -81.5% | -16.9% |
| YTD | -2.3% | +13.7% | -16.0% | +2.7% |
| All | -28.8% | +10.8% | -39.6% | -24.8% |
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