+965.5%
SMH vs DOCU
+112.5%
+853.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.7% | -3.2% |
| 7D | +4.9% | +4.1% | +0.9% | +3.9% |
| 30D | -13.8% | +7.4% | -21.2% | -15.4% |
| 3M | -17.4% | +26.0% | -43.4% | -22.4% |
| 6M | -15.0% | +79.2% | -94.2% | -28.0% |
| YTD | +35.2% | +18.1% | +17.1% | +25.7% |
| 1Y | +41.6% | +20.5% | +21.1% | +30.6% |
| 3Y | +215.6% | +96.4% | +119.2% | +143.2% |
| 5Y | +233.2% | -69.5% | +302.7% | +268.0% |
| All | +965.5% | +112.5% | +853.0% | +599.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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