+76.3%
DOCU vs EQH
+230.4%
-154.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.5% |
| 7D | -5.5% | -2.2% | -3.3% | -4.9% |
| 30D | +12.6% | -1.1% | +13.7% | +12.9% |
| 3M | +36.4% | +0.9% | +35.5% | +35.5% |
| 6M | +66.8% | +22.1% | +44.7% | +53.9% |
| YTD | +13.5% | +12.8% | +0.7% | +7.4% |
| 1Y | +11.3% | +20.5% | -9.2% | +2.9% |
| 3Y | +92.1% | +113.2% | -21.1% | +46.5% |
| 5Y | -71.0% | +69.9% | -140.9% | -76.6% |
| All | +76.3% | +230.4% | -154.1% | +25.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling