+342.1%
IBKR vs DOCU
+104.6%
+237.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.1% | +2.3% |
| 7D | +3.7% | -4.8% | +8.4% | +4.4% |
| 30D | -11.7% | +9.4% | -21.1% | -13.0% |
| 3M | -11.6% | +29.0% | -40.6% | -15.3% |
| 6M | -7.9% | +62.3% | -70.3% | -15.4% |
| YTD | +21.0% | +13.7% | +7.3% | +16.7% |
| 1Y | +10.4% | +11.5% | -1.1% | +6.8% |
| 3Y | +284.3% | +94.2% | +190.1% | +235.9% |
| 5Y | +336.6% | -71.7% | +408.3% | +362.3% |
| All | +342.1% | +104.6% | +237.5% | +246.4% |
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