+304.8%
IBKR vs DOCU
+31.0%
+273.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.7% | -4.1% | -1.0% |
| 7D | -3.3% | +6.9% | -10.2% | -4.3% |
| 30D | +4.5% | +19.0% | -14.5% | +1.2% |
| 3M | +6.5% | +34.3% | -27.8% | +0.3% |
| 6M | +34.2% | +48.0% | -13.8% | +23.4% |
| YTD | +44.5% | 0.0% | +44.4% | +42.6% |
| 1Y | +44.7% | -10.3% | +55.0% | +45.2% |
| All | +304.8% | +31.0% | +273.8% | +273.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling