+54.0%
DOCN vs IWD
+28.1%
+25.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +3.1% |
| 7D | -19.2% | -0.5% | -18.7% | -17.8% |
| 30D | -43.1% | +2.7% | -45.7% | -44.8% |
| 3M | -40.7% | +0.9% | -41.6% | -41.3% |
| 6M | -55.0% | +10.5% | -65.5% | -63.2% |
| YTD | +50.6% | +23.7% | +26.9% | -1.9% |
| 1Y | +54.0% | +28.7% | +25.2% | -6.5% |
| All | +54.0% | +28.1% | +25.8% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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