+87.1%
DOCN vs EQH
+103.2%
-16.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.3% | +1.4% |
| 7D | -12.1% | +0.5% | -12.7% | -12.0% |
| 30D | -41.0% | +4.9% | -45.9% | -42.7% |
| 3M | -38.7% | +5.4% | -44.1% | -41.1% |
| 6M | -51.5% | +32.1% | -83.6% | -61.4% |
| YTD | +65.3% | +19.0% | +46.3% | +42.4% |
| 1Y | +53.9% | +27.8% | +26.1% | +25.2% |
| 3Y | +215.6% | +124.8% | +90.8% | +63.3% |
| 5Y | -26.2% | +82.7% | -108.9% | -57.2% |
| All | +87.1% | +103.2% | -16.1% | +7.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling