+48.8%
IGV vs DOCN
+70.4%
-21.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -15.9% | +11.5% | -0.9% |
| 7D | -8.3% | -29.3% | +21.0% | -1.5% |
| 30D | -10.9% | -46.0% | +35.1% | +1.0% |
| 3M | -2.3% | -43.2% | +40.9% | +8.3% |
| 6M | +12.2% | -53.7% | +65.9% | +27.6% |
| YTD | -6.3% | +46.9% | -53.2% | -23.3% |
| 1Y | -11.4% | +54.3% | -65.7% | -28.5% |
| 3Y | +41.5% | +185.5% | -144.0% | -9.7% |
| 5Y | +12.8% | -31.1% | +43.9% | -11.2% |
| All | +48.8% | +70.4% | -21.6% | +3.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling