+328.5%
SMH vs DOCN
+54.1%
+274.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.8% | -0.2% | +1.9% |
| 7D | +2.5% | +1.1% | +1.4% | +2.2% |
| 30D | -0.5% | -9.6% | +9.2% | +1.7% |
| 3M | -9.6% | -37.7% | +28.0% | +1.0% |
| 6M | +42.1% | +115.2% | -73.1% | +10.4% |
| YTD | +57.4% | +133.7% | -76.3% | +18.2% |
| 1Y | +96.2% | +250.2% | -153.9% | +30.3% |
| 3Y | +267.9% | +320.3% | -52.4% | +118.4% |
| All | +328.5% | +54.1% | +274.5% | +178.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling