-10.3%
DOCU vs EQH
+2.5%
-12.7%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.1% | +4.8% | +4.2% |
| 7D | +6.9% | +5.5% | +1.4% | +4.4% |
| 30D | +19.0% | +3.2% | +15.8% | +17.2% |
| 3M | +34.3% | +32.5% | +1.8% | +16.8% |
| 6M | +48.0% | +33.7% | +14.3% | +26.8% |
| YTD | 0.0% | +13.4% | -13.4% | -4.7% |
| 1Y | -10.3% | +0.6% | -10.8% | -3.8% |
| All | -10.3% | +2.5% | -12.7% | -3.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling