+186.9%
IGV vs DOCU
+107.7%
+79.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.0% | -2.4% | -3.8% |
| 7D | -8.3% | -3.2% | -5.1% | -7.3% |
| 30D | -10.9% | +15.7% | -26.6% | -15.1% |
| 3M | -2.3% | +37.3% | -39.5% | -12.1% |
| 6M | +12.2% | +63.1% | -50.9% | -5.0% |
| YTD | -6.3% | +15.4% | -21.7% | -12.0% |
| 1Y | -11.4% | +11.3% | -22.7% | -16.1% |
| 3Y | +41.5% | +92.1% | -50.5% | +7.1% |
| 5Y | +12.8% | -70.5% | +83.3% | +32.0% |
| All | +186.9% | +107.7% | +79.2% | +80.4% |
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