+49.5%
IBKR vs DOCU
-19.0%
+68.5%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.9% | +3.1% | -1.3% |
| 7D | +0.6% | +0.7% | 0.0% | +0.6% |
| 30D | +3.7% | +8.0% | -4.3% | +2.8% |
| 3M | +4.2% | +41.0% | -36.7% | -1.1% |
| 6M | +36.6% | +33.7% | +3.0% | +30.4% |
| YTD | +41.9% | -4.9% | +46.7% | +41.3% |
| 1Y | +49.5% | -20.4% | +69.9% | +49.9% |
| All | +49.5% | -19.0% | +68.5% | +49.9% |
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