+115.2%
DOCN vs EQH
+37.2%
+78.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.1% | +3.9% | +3.5% |
| 7D | +1.1% | +5.5% | -4.4% | -2.5% |
| 30D | -9.6% | +3.2% | -12.9% | -11.6% |
| 3M | -37.7% | +32.5% | -70.2% | -51.8% |
| 6M | +115.2% | +33.7% | +81.5% | +69.3% |
| All | +115.2% | +37.2% | +78.0% | +69.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling