+0.4%
IAU vs DOCU
+10.8%
-10.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.7% | +1.8% |
| 7D | +4.9% | -4.8% | +9.7% | +4.6% |
| 30D | -1.4% | +9.4% | -10.8% | -0.9% |
| 3M | -4.8% | +29.0% | -33.8% | -3.4% |
| 6M | -12.5% | +62.3% | -74.8% | -9.7% |
| YTD | -4.2% | +13.7% | -17.8% | -0.2% |
| All | +0.4% | +10.8% | -10.4% | +4.7% |
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