+216.7%
SMH vs DOCU
-71.0%
+287.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.7% | +5.3% | +4.0% |
| 7D | -11.2% | -5.5% | -5.7% | -10.1% |
| 30D | -25.8% | +12.6% | -38.4% | -27.9% |
| 3M | -18.8% | +36.4% | -55.2% | -25.0% |
| 6M | -15.6% | +66.8% | -82.4% | -26.8% |
| YTD | +28.8% | +13.5% | +15.4% | +21.9% |
| 1Y | +32.6% | +11.3% | +21.3% | +25.8% |
| 3Y | +213.6% | +92.1% | +121.6% | +143.9% |
| All | +216.7% | -71.0% | +287.8% | +205.5% |
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