+281.2%
IBKR vs DOCU
+87.9%
+193.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.7% | +5.9% | +4.5% |
| 7D | -1.4% | -5.5% | +4.1% | -0.5% |
| 30D | -13.6% | +12.6% | -26.2% | -15.3% |
| 3M | -11.8% | +36.4% | -48.2% | -16.5% |
| 6M | -12.7% | +66.8% | -79.5% | -21.1% |
| YTD | +18.3% | +13.5% | +4.8% | +14.2% |
| 1Y | +9.0% | +11.3% | -2.3% | +5.6% |
| 3Y | +281.2% | +92.1% | +189.1% | +268.7% |
| All | +281.2% | +87.9% | +193.2% | +268.7% |
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