+60.1%
DOCN vs SIMO
+269.6%
-209.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +8.7% | -5.9% | -0.4% |
| 7D | +1.1% | +4.2% | -3.1% | -0.6% |
| 30D | -9.6% | +4.1% | -13.7% | -11.9% |
| 3M | -37.7% | -12.9% | -24.8% | -36.1% |
| 6M | +115.2% | +110.3% | +4.9% | +52.6% |
| YTD | +133.7% | +178.6% | -44.8% | +43.8% |
| 1Y | +250.2% | +220.0% | +30.2% | +104.1% |
| 3Y | +320.3% | +409.0% | -88.7% | +98.0% |
| All | +60.1% | +269.6% | -209.5% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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