+586.8%
SMCI vs DOCU
-68.9%
+655.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +3.2% | +6.3% | +8.7% |
| 7D | +2.8% | -0.4% | +3.2% | +3.0% |
| 30D | -23.9% | +12.9% | -36.8% | -26.2% |
| 3M | -3.7% | +35.1% | -38.8% | -11.3% |
| 6M | -9.2% | +76.2% | -85.4% | -23.0% |
| YTD | +4.0% | +17.2% | -13.2% | -2.6% |
| 1Y | -21.6% | +16.4% | -38.0% | -26.6% |
| 3Y | +14.4% | +95.6% | -81.2% | -7.7% |
| 5Y | +586.8% | -68.5% | +655.3% | +522.6% |
| All | +586.8% | -68.9% | +655.6% | +522.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling