+199.0%
SMTC vs DOCU
+110.9%
+88.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | 0.0% | -4.6% | -4.6% |
| 7D | +30.5% | +1.6% | +28.9% | +30.0% |
| 30D | -30.9% | +10.8% | -41.7% | -33.0% |
| 3M | -14.7% | +38.0% | -52.6% | -23.3% |
| 6M | -9.6% | +77.4% | -87.0% | -26.3% |
| YTD | +62.1% | +17.2% | +44.9% | +47.6% |
| 1Y | +66.6% | +15.6% | +51.0% | +52.0% |
| 3Y | +718.1% | +95.6% | +622.5% | +521.1% |
| 5Y | +32.8% | -69.7% | +102.5% | +49.0% |
| All | +199.0% | +110.9% | +88.1% | +72.3% |
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