+53.9%
DOCN vs IAG
+42.2%
+11.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -6.7% | +8.2% | +2.9% |
| 7D | -12.1% | +16.8% | -29.0% | -15.0% |
| 30D | -41.0% | -1.5% | -39.5% | -40.9% |
| 3M | -38.7% | +0.5% | -39.2% | -38.8% |
| 6M | -51.5% | -1.0% | -50.5% | -52.7% |
| YTD | +65.3% | +12.3% | +52.9% | +56.1% |
| 1Y | +53.9% | +39.2% | +14.7% | +39.0% |
| All | +53.9% | +42.2% | +11.7% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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