+967.0%
SMH vs DOCU
+104.6%
+862.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +4.9% | +5.0% |
| 7D | -4.1% | -4.8% | +0.7% | -3.0% |
| 30D | -19.2% | +9.4% | -28.6% | -21.1% |
| 3M | -16.4% | +29.0% | -45.4% | -22.1% |
| 6M | -14.0% | +62.3% | -76.3% | -25.4% |
| YTD | +35.3% | +13.7% | +21.7% | +27.0% |
| 1Y | +40.4% | +11.5% | +28.9% | +32.1% |
| 3Y | +226.8% | +94.2% | +132.7% | +152.3% |
| 5Y | +232.3% | -71.7% | +304.1% | +274.0% |
| All | +967.0% | +104.6% | +862.4% | +606.7% |
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