-77.1%
DOCU vs EQH
+93.8%
-170.9%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | -1.4% | +1.1% | -2.5% | -2.2% |
| 30D | +8.1% | -1.1% | +9.2% | +8.7% |
| 3M | +43.0% | +25.0% | +18.0% | +22.8% |
| 6M | +32.4% | +33.9% | -1.5% | +7.4% |
| YTD | -5.8% | +11.6% | -17.4% | -13.8% |
| 1Y | -19.2% | +1.5% | -20.8% | -21.5% |
| 3Y | +28.4% | +96.7% | -68.3% | -27.2% |
| 5Y | -77.1% | +93.9% | -170.9% | -86.7% |
| All | -77.1% | +93.8% | -170.9% | -86.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling