+186.8%
SMTC vs DOCU
+112.5%
+74.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.8% | -4.8% | -4.3% |
| 7D | +11.0% | +4.1% | +7.0% | +9.9% |
| 30D | -28.5% | +7.4% | -35.8% | -30.0% |
| 3M | -14.2% | +26.0% | -40.2% | -20.6% |
| 6M | -18.0% | +79.2% | -97.2% | -33.4% |
| YTD | +55.5% | +18.1% | +37.4% | +41.3% |
| 1Y | +69.5% | +20.5% | +49.0% | +52.6% |
| 3Y | +699.7% | +96.4% | +603.3% | +506.5% |
| 5Y | +27.4% | -69.5% | +96.9% | +42.6% |
| All | +186.8% | +112.5% | +74.3% | +65.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling