+1,396.1%
SMCI vs DOCU
+107.7%
+1,288.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -2.0% | -6.6% | -8.1% |
| 7D | -21.3% | -3.2% | -18.1% | -20.8% |
| 30D | -37.7% | +15.7% | -53.4% | -39.6% |
| 3M | -10.7% | +37.3% | -48.0% | -16.8% |
| 6M | -2.7% | +63.1% | -65.8% | -13.7% |
| YTD | -7.5% | +15.4% | -22.9% | -12.3% |
| 1Y | -35.6% | +11.3% | -46.9% | -38.5% |
| 3Y | +6.2% | +92.1% | -85.9% | -9.9% |
| 5Y | +481.4% | -70.5% | +551.9% | +499.1% |
| All | +1,396.1% | +107.7% | +1,288.4% | +1,221.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling