+54.0%
DOCN vs IWF
-6.4%
+60.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.3% | +1.3% | -0.3% |
| 7D | -19.2% | -5.0% | -14.2% | -8.5% |
| 30D | -43.1% | -13.2% | -29.8% | -20.0% |
| 3M | -40.7% | -9.4% | -31.3% | -23.0% |
| 6M | -55.0% | -8.6% | -46.4% | -41.9% |
| YTD | +50.6% | -5.3% | +55.9% | +88.6% |
| 1Y | +54.0% | -5.0% | +58.9% | +91.8% |
| All | +54.0% | -6.4% | +60.3% | +91.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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