+14.0%
SMTC vs DOCU
-71.0%
+85.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | -1.7% | +14.4% | +13.2% |
| 7D | -19.0% | -5.5% | -13.4% | -17.8% |
| 30D | -46.7% | +12.6% | -59.4% | -48.6% |
| 3M | -23.4% | +36.4% | -59.8% | -30.9% |
| 6M | -13.4% | +66.8% | -80.2% | -28.5% |
| YTD | +40.1% | +13.5% | +26.6% | +29.3% |
| 1Y | +47.7% | +11.3% | +36.4% | +36.9% |
| 3Y | +606.9% | +92.1% | +514.9% | +437.6% |
| All | +14.0% | -71.0% | +85.0% | +12.8% |
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