+41.6%
SMH vs DOCS
-33.3%
+74.9%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.4% | -3.4% | -3.0% |
| 7D | +4.9% | +2.6% | +2.4% | +5.0% |
| 30D | -13.8% | +11.4% | -25.2% | -13.3% |
| 3M | -17.4% | +25.4% | -42.8% | -16.2% |
| 6M | -15.0% | +42.5% | -57.5% | -12.4% |
| YTD | +35.2% | -24.7% | +59.9% | +40.4% |
| 1Y | +41.6% | -32.9% | +74.5% | +48.3% |
| All | +41.6% | -33.3% | +74.9% | +48.3% |
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