+44.9%
SMH vs DOCU
+15.8%
+29.1%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.2% | +1.6% | +5.2% |
| 7D | +0.5% | -0.4% | +1.0% | +0.4% |
| 30D | -14.2% | +12.9% | -27.2% | -13.0% |
| 3M | -11.5% | +35.1% | -46.6% | -8.5% |
| 6M | -12.0% | +76.2% | -88.2% | -6.1% |
| YTD | +40.8% | +17.2% | +23.6% | +51.2% |
| 1Y | +44.9% | +16.4% | +28.4% | +55.4% |
| All | +44.9% | +15.8% | +29.1% | +55.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling