+74.9%
IWD vs DOCU
-78.0%
+152.9%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.7% | -4.4% | -1.1% |
| 7D | -0.3% | +6.9% | -7.2% | -1.0% |
| 30D | +0.6% | +19.0% | -18.4% | -1.4% |
| 3M | +7.2% | +34.3% | -27.1% | +3.5% |
| 6M | +16.2% | +48.0% | -31.8% | +10.6% |
| YTD | +23.3% | 0.0% | +23.3% | +22.4% |
| 1Y | +29.6% | -10.3% | +39.8% | +29.8% |
| 3Y | +70.5% | +32.4% | +38.1% | +59.3% |
| All | +74.9% | -78.0% | +152.9% | +73.2% |
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