+94.2%
DOCU vs IAG
+755.2%
-661.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.8% | -5.6% | 0.0% |
| 7D | -4.8% | +24.0% | -28.8% | -5.4% |
| 30D | +9.4% | +5.5% | +3.9% | +9.2% |
| 3M | +29.0% | +8.3% | +20.7% | +28.5% |
| 6M | +62.3% | +6.1% | +56.2% | +61.8% |
| YTD | +13.7% | +20.3% | -6.6% | +11.0% |
| 1Y | +11.5% | +56.5% | -44.9% | +6.4% |
| 3Y | +94.2% | +762.6% | -668.4% | +62.5% |
| All | +94.2% | +755.2% | -661.0% | +62.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling