+41.3%
SMCI vs DOCU
+33.7%
+7.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.7% | +0.8% | +3.6% |
| 7D | +6.8% | +6.9% | -0.1% | +4.9% |
| 30D | +30.6% | +19.0% | +11.6% | +24.3% |
| 3M | -15.6% | +34.3% | -49.9% | -23.3% |
| 6M | +21.3% | +48.0% | -26.8% | +5.4% |
| YTD | +35.3% | 0.0% | +35.2% | +34.5% |
| 1Y | -2.7% | -10.3% | +7.5% | -0.5% |
| All | +41.3% | +33.7% | +7.6% | +22.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling