+304.8%
IBKR vs DOCS
+11.3%
+293.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.8% | +2.4% | 0.0% |
| 7D | -3.3% | -1.4% | -1.9% | -3.1% |
| 30D | +4.5% | +21.8% | -17.4% | +1.4% |
| 3M | +6.5% | +27.3% | -20.8% | +2.7% |
| 6M | +34.2% | -0.3% | +34.5% | +32.5% |
| YTD | +44.5% | -40.5% | +84.9% | +52.3% |
| 1Y | +44.7% | -61.5% | +106.2% | +61.8% |
| All | +304.8% | +11.3% | +293.5% | +323.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 3y: compounded portfolio wealth divided by compounded DOCS 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…
3y analysis · Full analysis span regression · 6 months rolling