+228.0%
IAU vs DOCU
+80.0%
+148.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.7% | -4.5% | -0.9% |
| 7D | -0.5% | +6.9% | -7.4% | -0.5% |
| 30D | +4.4% | +19.0% | -14.6% | +4.3% |
| 3M | -1.1% | +34.3% | -35.4% | -1.2% |
| 6M | -13.7% | +48.0% | -61.7% | -13.9% |
| YTD | +2.7% | 0.0% | +2.7% | +2.8% |
| 1Y | +24.6% | -10.3% | +34.9% | +24.8% |
| 3Y | +126.8% | +32.4% | +94.5% | +125.7% |
| 5Y | +139.5% | -77.9% | +217.4% | +140.6% |
| All | +228.0% | +80.0% | +148.0% | +235.1% |
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