+177.7%
SMTC vs DOCU
+111.8%
+65.9%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +0.2% | -13.1% | -13.0% |
| 7D | -24.5% | -3.7% | -20.8% | -23.8% |
| 30D | -42.5% | +15.0% | -57.4% | -44.9% |
| 3M | -14.1% | +39.9% | -54.0% | -23.2% |
| 6M | +3.6% | +66.2% | -62.5% | -14.2% |
| YTD | +50.6% | +17.7% | +32.9% | +36.8% |
| 1Y | +72.2% | +13.7% | +58.6% | +57.9% |
| 3Y | +653.8% | +95.9% | +557.9% | +471.8% |
| 5Y | +22.0% | -71.7% | +93.6% | +39.1% |
| All | +177.7% | +111.8% | +65.9% | +59.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling