+280.3%
DOCN vs EQH
+0.1%
+280.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -1.7% | +14.4% | +13.4% |
| 7D | +16.3% | +5.4% | +10.9% | +13.1% |
| 30D | +2.0% | +1.0% | +1.0% | +1.4% |
| 3M | -25.2% | +26.7% | -51.9% | -34.8% |
| 6M | +132.7% | +34.4% | +98.3% | +97.9% |
| YTD | +163.3% | +11.5% | +151.8% | +129.3% |
| 1Y | +280.3% | +0.4% | +279.9% | +245.2% |
| All | +280.3% | +0.1% | +280.3% | +245.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 1y: compounded portfolio wealth divided by compounded EQH 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…
1y analysis · Full analysis span regression · 6 months rolling