+54.3%
DOCN vs IWD
+29.3%
+25.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -2.6% | -13.2% | -11.7% |
| 7D | -29.3% | -0.9% | -28.4% | -27.5% |
| 30D | -46.0% | +2.6% | -48.7% | -47.6% |
| 3M | -43.2% | +1.2% | -44.4% | -44.1% |
| 6M | -53.7% | +12.1% | -65.8% | -63.1% |
| YTD | +46.9% | +24.1% | +22.8% | -3.8% |
| 1Y | +54.3% | +28.5% | +25.8% | -4.2% |
| All | +54.3% | +29.3% | +25.1% | -4.2% |
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