+55.4%
DOCU vs EQH
+232.3%
-176.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.1% | +4.8% | +4.1% |
| 7D | +6.9% | +5.5% | +1.4% | +4.8% |
| 30D | +19.0% | +3.2% | +15.8% | +17.5% |
| 3M | +34.3% | +32.5% | +1.8% | +20.6% |
| 6M | +48.0% | +33.7% | +14.3% | +31.9% |
| YTD | 0.0% | +13.4% | -13.4% | -5.4% |
| 1Y | -10.3% | +0.6% | -10.8% | -11.4% |
| 3Y | +32.4% | +95.1% | -62.7% | +3.9% |
| 5Y | -77.9% | +92.7% | -170.6% | -82.5% |
| All | +55.4% | +232.3% | -176.9% | +10.9% |
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 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