+11.2%
IGV vs DOCN
-32.3%
+43.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | -0.7% |
| 7D | -5.2% | -19.2% | +14.0% | -0.8% |
| 30D | -10.0% | -43.1% | +33.1% | +1.4% |
| 3M | -0.5% | -40.7% | +40.2% | +9.6% |
| 6M | +12.6% | -55.0% | +67.6% | +29.8% |
| YTD | -6.4% | +50.6% | -57.0% | -25.0% |
| 1Y | -9.5% | +54.0% | -63.5% | -28.1% |
| 3Y | +41.7% | +203.9% | -162.2% | -14.6% |
| All | +11.2% | -32.3% | +43.4% | -9.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling