+60.4%
SIMO vs DOCU
+11.4%
+49.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.4% | -2.0% | -12.4% | -14.9% |
| 7D | -31.4% | -3.2% | -28.2% | -32.0% |
| 30D | -45.2% | +15.7% | -60.8% | -42.9% |
| 3M | -36.5% | +37.3% | -73.8% | -31.5% |
| 6M | -34.2% | +63.1% | -97.3% | -28.7% |
| YTD | +69.9% | +15.4% | +54.5% | +111.8% |
| 1Y | +60.4% | +11.3% | +49.1% | +101.0% |
| All | +60.4% | +11.4% | +49.0% | +101.0% |
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