+146.9%
SMTC vs DOCU
-9.0%
+155.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +3.7% | +5.5% | +10.2% |
| 7D | +12.7% | +6.9% | +5.9% | +14.8% |
| 30D | +22.0% | +19.0% | +3.0% | +28.7% |
| 3M | -12.7% | +34.3% | -47.0% | -3.5% |
| 6M | +64.8% | +48.0% | +16.8% | +83.3% |
| YTD | +100.7% | 0.0% | +100.7% | +110.7% |
| 1Y | +146.9% | -10.3% | +157.2% | +144.6% |
| All | +146.9% | -9.0% | +155.9% | +144.6% |
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