+90.8%
SMTC vs DOCU
-78.0%
+168.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +3.7% | +5.5% | +8.2% |
| 7D | +12.7% | +6.9% | +5.9% | +10.8% |
| 30D | +22.0% | +19.0% | +3.0% | +15.3% |
| 3M | -12.7% | +34.3% | -47.0% | -21.6% |
| 6M | +64.8% | +48.0% | +16.8% | +40.8% |
| YTD | +100.7% | 0.0% | +100.7% | +93.7% |
| 1Y | +146.9% | -10.3% | +157.2% | +143.0% |
| 3Y | +456.8% | +32.4% | +424.4% | +376.4% |
| All | +90.8% | -78.0% | +168.8% | +112.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling