+43.9%
IGV vs DOCU
+33.7%
+10.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.7% | -5.9% | -3.5% |
| 7D | -4.5% | +6.9% | -11.4% | -6.7% |
| 30D | +3.2% | +19.0% | -15.8% | -2.8% |
| 3M | +4.5% | +34.3% | -29.8% | -5.9% |
| 6M | +22.1% | +48.0% | -25.9% | +6.6% |
| YTD | -1.0% | 0.0% | -1.1% | -3.8% |
| 1Y | -2.1% | -10.3% | +8.2% | -2.6% |
| All | +43.9% | +33.7% | +10.2% | +15.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling