-85.6%
SMR vs DOCU
+11.6%
-97.2%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.2% | -4.6% | -4.5% |
| 7D | -9.5% | -3.7% | -5.8% | -9.4% |
| 30D | -33.2% | +15.0% | -48.2% | -33.7% |
| 3M | -45.9% | +39.9% | -85.8% | -47.5% |
| 6M | -57.9% | +66.2% | -124.0% | -60.0% |
| YTD | -63.8% | +17.7% | -81.5% | -62.9% |
| 1Y | -85.6% | +13.7% | -99.3% | -84.5% |
| All | -85.6% | +11.6% | -97.2% | -84.5% |
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 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