+202.7%
SMH vs DOCU
+91.1%
+111.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | -2.0% | -9.2% | -11.0% |
| 7D | -20.3% | -3.2% | -17.1% | -19.9% |
| 30D | -29.2% | +15.7% | -44.9% | -30.7% |
| 3M | -21.4% | +37.3% | -58.7% | -25.2% |
| 6M | -14.3% | +63.1% | -77.5% | -21.5% |
| YTD | +24.3% | +15.4% | +8.9% | +22.3% |
| 1Y | +24.9% | +11.3% | +13.6% | +23.7% |
| All | +202.7% | +91.1% | +111.6% | +149.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling