+328.5%
SMH vs DOCU
-78.0%
+406.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.7% | -1.1% | +1.8% |
| 7D | +2.5% | +6.9% | -4.4% | +0.9% |
| 30D | -0.5% | +19.0% | -19.5% | -4.7% |
| 3M | -9.6% | +34.3% | -43.9% | -16.7% |
| 6M | +42.1% | +48.0% | -5.9% | +26.4% |
| YTD | +57.4% | 0.0% | +57.4% | +54.1% |
| 1Y | +96.2% | -10.3% | +106.5% | +96.3% |
| 3Y | +267.9% | +32.4% | +235.5% | +216.2% |
| All | +328.5% | -78.0% | +406.5% | +367.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling