+315.4%
SIMO vs DOCU
+107.7%
+207.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.4% | -2.0% | -12.4% | -14.1% |
| 7D | -31.4% | -3.2% | -28.2% | -31.1% |
| 30D | -45.2% | +15.7% | -60.8% | -46.5% |
| 3M | -36.5% | +37.3% | -73.8% | -40.1% |
| 6M | -34.2% | +63.1% | -97.3% | -40.5% |
| YTD | +69.9% | +15.4% | +54.5% | +62.5% |
| 1Y | +60.4% | +11.3% | +49.1% | +54.2% |
| 3Y | +203.1% | +92.1% | +111.1% | +160.2% |
| 5Y | +145.4% | -70.5% | +215.9% | +164.4% |
| All | +315.4% | +107.7% | +207.7% | +191.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling