-2.1%
IGV vs DOCN
+254.3%
-256.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.8% | -5.0% | -2.5% |
| 7D | -4.5% | +1.1% | -5.6% | -4.6% |
| 30D | +3.2% | -9.6% | +12.9% | +4.0% |
| 3M | +4.5% | -37.7% | +42.2% | +9.4% |
| 6M | +22.1% | +115.2% | -93.1% | +4.5% |
| YTD | -1.0% | +133.7% | -134.8% | -16.8% |
| 1Y | -2.1% | +250.2% | -252.3% | -22.0% |
| All | -2.1% | +254.3% | -256.5% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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