+259.8%
IWF vs DOCU
+110.9%
+148.9%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +5.3% | +1.6% | +3.7% | +5.0% |
| 30D | -8.6% | +10.8% | -19.4% | -10.6% |
| 3M | -6.5% | +38.0% | -44.5% | -13.0% |
| 6M | -5.6% | +77.4% | -83.0% | -17.3% |
| YTD | -1.5% | +17.2% | -18.7% | -6.7% |
| 1Y | -2.8% | +15.6% | -18.4% | -7.8% |
| 3Y | +67.1% | +95.6% | -28.4% | +35.9% |
| 5Y | +57.6% | -69.7% | +127.3% | +70.3% |
| All | +259.8% | +110.9% | +148.9% | +151.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling