+186.7%
IAU vs DOCU
+112.5%
+74.2%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.6% | +0.1% |
| 7D | -4.6% | +4.1% | -8.6% | -4.6% |
| 30D | -5.4% | +7.4% | -12.8% | -5.5% |
| 3M | -10.9% | +26.0% | -36.9% | -11.0% |
| 6M | -17.4% | +79.2% | -96.5% | -17.6% |
| YTD | -10.2% | +18.1% | -28.3% | -10.2% |
| 1Y | -7.1% | +20.5% | -27.6% | -7.1% |
| 3Y | +97.7% | +96.4% | +1.3% | +96.1% |
| 5Y | +105.3% | -69.5% | +174.8% | +105.6% |
| All | +186.7% | +112.5% | +74.2% | +192.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling