+220.0%
SIMO vs DOCU
-9.0%
+229.0%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +3.7% | +5.0% | +9.0% |
| 7D | +4.2% | +6.9% | -2.7% | +4.9% |
| 30D | +4.1% | +19.0% | -14.9% | +5.9% |
| 3M | -12.9% | +34.3% | -47.2% | -10.5% |
| 6M | +110.3% | +48.0% | +62.3% | +109.3% |
| YTD | +178.6% | 0.0% | +178.6% | +213.9% |
| 1Y | +220.0% | -10.3% | +230.3% | +265.8% |
| All | +220.0% | -9.0% | +229.0% | +265.8% |
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 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