+5.0%
SMCI vs DOCU
+98.0%
-93.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.6% |
| 7D | -6.6% | +4.1% | -10.6% | -7.4% |
| 30D | -24.9% | +7.4% | -32.3% | -26.1% |
| 3M | -31.4% | +26.0% | -57.4% | -35.5% |
| 6M | -16.0% | +79.2% | -95.2% | -29.6% |
| YTD | -8.2% | +18.1% | -26.3% | -12.5% |
| 1Y | -23.4% | +20.5% | -43.9% | -27.8% |
| 3Y | +5.0% | +96.4% | -91.4% | -16.1% |
| All | +5.0% | +98.0% | -93.0% | -16.1% |
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