+76.1%
IVV vs DOCU
-71.6%
+147.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.6% |
| 7D | -0.7% | -3.7% | +3.0% | -0.2% |
| 30D | -1.0% | +15.0% | -16.0% | -3.1% |
| 3M | -0.3% | +39.9% | -40.2% | -5.4% |
| 6M | +7.4% | +66.2% | -58.8% | -1.2% |
| YTD | +13.4% | +17.7% | -4.3% | +9.3% |
| 1Y | +14.8% | +13.7% | +1.1% | +11.1% |
| 3Y | +83.3% | +95.9% | -12.6% | +57.7% |
| 5Y | +76.1% | -71.7% | +147.8% | +69.1% |
| All | +76.1% | -71.6% | +147.7% | +69.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling