+492.7%
IBKR vs DOCN
+82.7%
+409.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +12.6% | -14.4% | -3.8% |
| 7D | +0.6% | +16.3% | -15.7% | -2.0% |
| 30D | +3.7% | +2.0% | +1.6% | +2.9% |
| 3M | +4.2% | -25.2% | +29.4% | +7.8% |
| 6M | +36.6% | +132.7% | -96.0% | +14.3% |
| YTD | +41.9% | +163.3% | -121.4% | +15.5% |
| 1Y | +49.5% | +280.3% | -230.8% | +13.8% |
| 3Y | +291.3% | +371.8% | -80.5% | +178.4% |
| 5Y | +492.7% | +87.1% | +405.6% | +328.3% |
| All | +492.7% | +82.7% | +409.9% | +328.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 5y: compounded portfolio wealth divided by compounded DOCN 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…
5y analysis · Full analysis span regression · 6 months rolling