+12.8%
IGV vs DOCS
-54.0%
+66.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.3% | -0.1% | -3.5% |
| 7D | -8.3% | -1.3% | -7.0% | -8.1% |
| 30D | -10.9% | +19.4% | -30.3% | -14.2% |
| 3M | -2.3% | +53.4% | -55.7% | -11.5% |
| 6M | +12.2% | +28.8% | -16.6% | +4.2% |
| YTD | -6.3% | -25.1% | +18.8% | -3.5% |
| 1Y | -11.4% | -48.1% | +36.8% | -2.1% |
| 3Y | +41.5% | +51.4% | -9.8% | +14.4% |
| 5Y | +12.8% | -51.1% | +63.9% | +10.0% |
| All | +12.8% | -54.0% | +66.8% | +10.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling