+13.9%
SMCI vs DOCU
+87.9%
-74.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.7% | +7.9% | +6.6% |
| 7D | -12.7% | -5.5% | -7.2% | -11.6% |
| 30D | -36.0% | +12.6% | -48.6% | -37.9% |
| 3M | -2.1% | +36.4% | -38.5% | -10.1% |
| 6M | -17.0% | +66.8% | -83.8% | -29.1% |
| YTD | -1.7% | +13.5% | -15.2% | -5.5% |
| 1Y | -28.7% | +11.3% | -40.0% | -31.1% |
| 3Y | +13.9% | +92.1% | -78.2% | -13.7% |
| All | +13.9% | +87.9% | -74.1% | -13.7% |
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