+36.2%
EIX vs DOCU
+107.7%
-71.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +1.0% | -0.9% |
| 7D | +2.5% | -3.2% | +5.7% | +2.6% |
| 30D | +14.1% | +15.7% | -1.6% | +13.5% |
| 3M | -9.4% | +37.3% | -46.7% | -10.6% |
| 6M | -9.1% | +63.1% | -72.2% | -11.0% |
| YTD | +7.1% | +15.4% | -8.2% | +6.3% |
| 1Y | +13.3% | +11.3% | +1.9% | +12.5% |
| 3Y | +10.9% | +92.1% | -81.2% | +6.3% |
| 5Y | +21.0% | -70.5% | +91.5% | +20.5% |
| All | +36.2% | +107.7% | -71.5% | +20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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