+203.0%
IGV vs DOCU
+80.0%
+123.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.7% | -5.9% | -3.4% |
| 7D | -4.5% | +6.9% | -11.4% | -6.6% |
| 30D | +3.2% | +19.0% | -15.8% | -2.6% |
| 3M | +4.5% | +34.3% | -29.8% | -5.5% |
| 6M | +22.1% | +48.0% | -25.9% | +7.0% |
| YTD | -1.0% | 0.0% | -1.1% | -2.5% |
| 1Y | -2.1% | -10.3% | +8.2% | -1.0% |
| 3Y | +44.6% | +32.4% | +12.2% | +23.3% |
| 5Y | +22.2% | -77.9% | +100.1% | +56.9% |
| All | +203.0% | +80.0% | +123.0% | +100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling