+275.7%
SMH vs DOCS
-21.0%
+296.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.0% | +5.6% | +3.9% |
| 7D | -11.2% | -0.8% | -10.4% | -11.1% |
| 30D | -25.8% | +17.4% | -43.2% | -27.4% |
| 3M | -18.8% | +57.4% | -76.2% | -24.5% |
| 6M | -15.6% | +26.5% | -42.2% | -19.9% |
| YTD | +28.8% | -26.6% | +55.4% | +32.4% |
| 1Y | +32.6% | -48.1% | +80.6% | +43.8% |
| 3Y | +213.6% | +52.6% | +161.0% | +169.6% |
| 5Y | +222.4% | -52.1% | +274.5% | +208.3% |
| All | +275.7% | -21.0% | +296.7% | +262.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling