+186.6%
IGV vs DOCU
+104.2%
+82.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.5% | +0.4% |
| 7D | -5.2% | -5.5% | +0.4% | -3.4% |
| 30D | -10.0% | +12.6% | -22.6% | -13.5% |
| 3M | -0.5% | +36.4% | -36.9% | -10.4% |
| 6M | +12.6% | +66.8% | -54.2% | -5.2% |
| YTD | -6.4% | +13.5% | -19.9% | -11.7% |
| 1Y | -9.5% | +11.3% | -20.8% | -14.3% |
| 3Y | +41.7% | +92.1% | -50.4% | +7.3% |
| 5Y | +12.7% | -71.0% | +83.6% | +32.6% |
| All | +186.6% | +104.2% | +82.3% | +81.1% |
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