+41.9%
IGV vs DOCS
+50.6%
-8.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.3% | -0.1% | -3.7% |
| 7D | -8.3% | -1.3% | -7.0% | -8.1% |
| 30D | -10.9% | +19.4% | -30.3% | -13.3% |
| 3M | -2.3% | +53.4% | -55.7% | -9.1% |
| 6M | +12.2% | +28.8% | -16.6% | +6.3% |
| YTD | -6.3% | -25.1% | +18.8% | -5.2% |
| 1Y | -11.4% | -48.1% | +36.8% | -6.2% |
| All | +41.9% | +50.6% | -8.7% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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