+103.3%
DOCU vs INDA
+62.1%
+41.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | +4.1% | +1.1% | +3.0% | +3.4% |
| 30D | +7.4% | +9.4% | -2.0% | +1.9% |
| 3M | +26.0% | +2.9% | +23.1% | +23.6% |
| 6M | +79.2% | +7.2% | +72.0% | +71.8% |
| YTD | +18.1% | -4.8% | +22.9% | +20.8% |
| 1Y | +20.5% | -5.1% | +25.6% | +23.4% |
| 3Y | +96.4% | +16.7% | +79.7% | +76.8% |
| 5Y | -69.5% | +8.8% | -78.3% | -71.2% |
| All | +103.3% | +62.1% | +41.1% | +58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 10y: compounded portfolio wealth divided by compounded INDA 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…
10y analysis · Full analysis span regression · 6 months rolling