+213.6%
SMH vs DOCN
+189.9%
+23.7%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.5% | +1.1% | +2.9% |
| 7D | -11.2% | -19.2% | +8.0% | -6.0% |
| 30D | -25.8% | -43.1% | +17.3% | -14.5% |
| 3M | -18.8% | -40.7% | +21.9% | -8.4% |
| 6M | -15.6% | -55.0% | +39.4% | +1.0% |
| YTD | +28.8% | +50.6% | -21.8% | +7.7% |
| 1Y | +32.6% | +54.0% | -21.4% | +10.0% |
| 3Y | +213.6% | +203.9% | +9.7% | +114.4% |
| All | +213.6% | +189.9% | +23.7% | +114.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling