+94.9%
DOCU vs EOSE
+40.3%
+54.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -9.0% | +9.0% | +0.3% |
| 7D | +1.6% | -3.7% | +5.3% | +1.6% |
| 30D | +10.8% | -22.0% | +32.8% | +11.4% |
| 3M | +38.0% | -57.3% | +95.3% | +41.0% |
| 6M | +77.4% | -77.7% | +155.1% | +85.3% |
| YTD | +17.2% | -84.2% | +101.4% | +22.5% |
| 1Y | +15.6% | -89.5% | +105.1% | +23.0% |
| All | +94.9% | +40.3% | +54.6% | +93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 3y: compounded portfolio wealth divided by compounded EOSE 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…
3y analysis · Full analysis span regression · 6 months rolling