+418.5%
IBKR vs DOCU
+71.3%
+347.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.9% | +3.1% | -1.1% |
| 7D | +0.6% | +0.7% | 0.0% | +0.5% |
| 30D | +3.7% | +8.0% | -4.3% | +2.2% |
| 3M | +4.2% | +41.0% | -36.7% | -1.8% |
| 6M | +36.6% | +33.7% | +3.0% | +29.4% |
| YTD | +41.9% | -4.9% | +46.7% | +40.9% |
| 1Y | +49.5% | -20.4% | +69.9% | +52.2% |
| 3Y | +291.3% | +29.6% | +261.7% | +263.4% |
| 5Y | +492.7% | -76.9% | +569.6% | +547.3% |
| All | +418.5% | +71.3% | +347.2% | +318.1% |
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