-32.9%
DOCN vs EQH
+80.9%
-113.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +5.2% | +2.8% | +3.9% |
| 7D | -12.8% | +2.1% | -14.9% | -13.7% |
| 30D | -41.9% | +4.7% | -46.6% | -43.6% |
| 3M | -36.9% | +7.6% | -44.5% | -40.6% |
| 6M | -52.2% | +31.9% | -84.1% | -62.6% |
| YTD | +62.7% | +18.7% | +44.0% | +38.7% |
| 1Y | +58.2% | +25.7% | +32.6% | +28.2% |
| 3Y | +219.5% | +129.1% | +90.3% | +48.3% |
| 5Y | -32.9% | +82.3% | -115.2% | -63.6% |
| All | -32.9% | +80.9% | -113.8% | -63.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling