+187.4%
SIMO vs DOCU
-71.6%
+259.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.2% | -9.8% | -9.6% |
| 7D | -16.9% | -3.7% | -13.2% | -16.6% |
| 30D | -35.4% | +15.0% | -50.3% | -36.4% |
| 3M | -31.9% | +39.9% | -71.8% | -34.8% |
| 6M | -19.3% | +66.2% | -85.5% | -25.5% |
| YTD | +98.5% | +17.7% | +80.8% | +92.5% |
| 1Y | +100.5% | +13.7% | +86.8% | +95.3% |
| 3Y | +254.1% | +95.9% | +158.2% | +218.9% |
| 5Y | +187.4% | -71.7% | +259.1% | +157.0% |
| All | +187.4% | -71.6% | +259.0% | +157.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling