+194.0%
IGV vs DOCU
+110.9%
+83.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +2.5% | +1.6% | +0.9% | +2.0% |
| 30D | -8.6% | +10.8% | -19.4% | -11.7% |
| 3M | -1.6% | +38.0% | -39.5% | -11.6% |
| 6M | +13.4% | +77.4% | -64.0% | -6.3% |
| YTD | -4.0% | +17.2% | -21.2% | -10.3% |
| 1Y | -7.6% | +15.6% | -23.2% | -13.6% |
| 3Y | +39.3% | +95.6% | -56.3% | +4.8% |
| 5Y | +14.5% | -69.7% | +84.2% | +33.0% |
| All | +194.0% | +110.9% | +83.1% | +83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 10y: compounded portfolio wealth divided by compounded DOCU 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…
10y analysis · Full analysis span regression · 6 months rolling