+36.3%
SMH vs DOCN
+55.6%
-19.3%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +8.0% | -3.0% | +3.0% |
| 7D | -4.1% | -12.8% | +8.7% | -0.8% |
| 30D | -19.2% | -41.9% | +22.7% | -8.8% |
| 3M | -16.4% | -36.9% | +20.6% | -8.1% |
| 6M | -14.0% | -52.2% | +38.3% | -1.0% |
| YTD | +35.3% | +62.7% | -27.4% | +14.6% |
| All | +36.3% | +55.6% | -19.3% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 1y: compounded portfolio wealth divided by compounded DOCN 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…
1y analysis · Full analysis span regression · 6 months rolling