+158.3%
SMTC vs DOCU
+104.2%
+54.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | -1.7% | +14.4% | +13.2% |
| 7D | -19.0% | -5.5% | -13.4% | -17.7% |
| 30D | -46.7% | +12.6% | -59.4% | -48.7% |
| 3M | -23.4% | +36.4% | -59.8% | -31.0% |
| 6M | -13.4% | +66.8% | -80.2% | -28.4% |
| YTD | +40.1% | +13.5% | +26.6% | +28.5% |
| 1Y | +47.7% | +11.3% | +36.4% | +36.1% |
| 3Y | +606.9% | +92.1% | +514.9% | +439.1% |
| 5Y | +14.4% | -71.0% | +85.4% | +29.6% |
| All | +158.3% | +104.2% | +54.1% | +50.1% |
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