-69.7%
DOCU vs EOSE
-83.5%
+13.8%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -9.0% | +9.0% | +0.8% |
| 7D | +1.6% | -3.7% | +5.3% | +1.7% |
| 30D | +10.8% | -22.0% | +32.8% | +12.4% |
| 3M | +38.0% | -57.3% | +95.3% | +46.4% |
| 6M | +77.4% | -77.7% | +155.1% | +97.5% |
| YTD | +17.2% | -84.2% | +101.4% | +30.3% |
| 1Y | +15.6% | -89.5% | +105.1% | +33.6% |
| 3Y | +95.6% | +41.4% | +54.2% | +47.2% |
| 5Y | -69.7% | -83.0% | +13.3% | -26.0% |
| All | -69.7% | -83.5% | +13.8% | -26.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling