+23.5%
IGV vs DOCN
+54.1%
-30.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.8% | -5.0% | -2.9% |
| 7D | -4.5% | +1.1% | -5.6% | -4.8% |
| 30D | +3.2% | -9.6% | +12.9% | +5.1% |
| 3M | +4.5% | -37.7% | +42.2% | +14.4% |
| 6M | +22.1% | +115.2% | -93.1% | -6.5% |
| YTD | -1.0% | +133.7% | -134.8% | -26.7% |
| 1Y | -2.1% | +250.2% | -252.3% | -36.0% |
| 3Y | +44.6% | +320.3% | -275.7% | -16.7% |
| All | +23.5% | +54.1% | -30.6% | -16.9% |
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