+100.5%
SIMO vs DOCU
+11.6%
+88.9%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.2% | -9.8% | -9.5% |
| 7D | -16.9% | -3.7% | -13.2% | -17.7% |
| 30D | -35.4% | +15.0% | -50.3% | -32.7% |
| 3M | -31.9% | +39.9% | -71.8% | -26.0% |
| 6M | -19.3% | +66.2% | -85.5% | -12.1% |
| YTD | +98.5% | +17.7% | +80.8% | +149.8% |
| 1Y | +100.5% | +13.7% | +86.8% | +153.9% |
| All | +100.5% | +11.6% | +88.9% | +153.9% |
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