+35.6%
SMTC vs DOCU
+11.4%
+24.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -2.0% | -15.5% | -18.1% |
| 7D | -35.0% | -3.2% | -31.8% | -35.7% |
| 30D | -53.6% | +15.7% | -69.3% | -51.3% |
| 3M | -24.5% | +37.3% | -61.8% | -16.5% |
| 6M | -19.0% | +63.1% | -82.1% | -6.9% |
| YTD | +24.2% | +15.4% | +8.8% | +50.5% |
| 1Y | +35.6% | +11.3% | +24.3% | +65.7% |
| All | +35.6% | +11.4% | +24.2% | +65.7% |
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