+36.3%
SMH vs DOCU
+10.8%
+25.5%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +4.9% | +5.1% |
| 7D | -4.1% | -4.8% | +0.7% | -4.6% |
| 30D | -19.2% | +9.4% | -28.6% | -18.4% |
| 3M | -16.4% | +29.0% | -45.4% | -14.0% |
| 6M | -14.0% | +62.3% | -76.3% | -8.7% |
| YTD | +35.3% | +13.7% | +21.7% | +45.0% |
| All | +36.3% | +10.8% | +25.5% | +46.1% |
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