+2.9%
IAU vs DOCU
+11.6%
-8.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.5% | +3.7% |
| 7D | -0.3% | -3.7% | +3.4% | -0.5% |
| 30D | -1.9% | +15.0% | -16.8% | -1.2% |
| 3M | -0.4% | +39.9% | -40.3% | +1.4% |
| 6M | -10.1% | +66.2% | -76.3% | -7.2% |
| YTD | -5.9% | +17.7% | -23.6% | -1.6% |
| 1Y | +2.9% | +13.7% | -10.8% | +7.9% |
| All | +2.9% | +11.6% | -8.7% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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