+13.7%
DOCU vs EQH
+18.6%
-4.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.4% |
| 7D | -3.7% | +2.8% | -6.5% | -4.7% |
| 30D | +15.0% | +3.9% | +11.0% | +13.2% |
| 3M | +39.9% | +16.3% | +23.6% | +31.8% |
| 6M | +66.2% | +37.1% | +29.0% | +45.2% |
| YTD | +17.7% | +20.2% | -2.5% | +9.3% |
| 1Y | +13.7% | +17.9% | -4.3% | +5.9% |
| All | +13.7% | +18.6% | -4.9% | +5.9% |
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