+47.9%
DOCU vs EQH
+226.5%
-178.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.7% | -3.1% | -4.2% |
| 7D | +0.7% | +5.4% | -4.7% | -1.3% |
| 30D | +8.0% | +1.0% | +7.0% | +7.5% |
| 3M | +41.0% | +26.7% | +14.2% | +28.8% |
| 6M | +33.7% | +34.4% | -0.7% | +18.9% |
| YTD | -4.9% | +11.5% | -16.3% | -9.4% |
| 1Y | -20.4% | +0.4% | -20.8% | -21.3% |
| 3Y | +29.6% | +96.5% | -66.9% | +1.7% |
| 5Y | -76.9% | +93.4% | -170.2% | -81.6% |
| All | +47.9% | +226.5% | -178.7% | +6.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling