+96.2%
SMH vs DOCS
-60.9%
+157.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.8% | +5.4% | +2.6% |
| 7D | +2.5% | -1.4% | +3.9% | +2.5% |
| 30D | -0.5% | +21.8% | -22.3% | -0.2% |
| 3M | -9.6% | +27.3% | -36.9% | -9.2% |
| 6M | +42.1% | -0.3% | +42.4% | +43.9% |
| YTD | +57.4% | -40.5% | +97.9% | +70.5% |
| 1Y | +96.2% | -61.5% | +157.8% | +150.5% |
| All | +96.2% | -60.9% | +157.1% | +150.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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