+232.3%
SMH vs DOCS
-54.3%
+286.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.1% | +3.9% | +4.9% |
| 7D | -4.1% | 0.0% | -4.1% | -4.1% |
| 30D | -19.2% | +7.8% | -27.0% | -20.2% |
| 3M | -16.4% | +20.0% | -36.3% | -19.1% |
| 6M | -14.0% | +26.5% | -40.5% | -19.0% |
| YTD | +35.3% | -25.8% | +61.1% | +39.7% |
| 1Y | +40.4% | -39.5% | +79.9% | +50.6% |
| 3Y | +226.8% | +60.3% | +166.5% | +163.8% |
| 5Y | +232.3% | -57.0% | +289.3% | +234.0% |
| All | +232.3% | -54.3% | +286.7% | +234.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling