+24.1%
EIX vs DOCU
-71.6%
+95.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.9% | +3.1% |
| 7D | +4.5% | -3.7% | +8.2% | +4.6% |
| 30D | +15.2% | +15.0% | +0.3% | +14.7% |
| 3M | -11.6% | +39.9% | -51.5% | -12.7% |
| 6M | -8.4% | +66.2% | -74.5% | -10.2% |
| YTD | +8.2% | +17.7% | -9.5% | +7.6% |
| 1Y | +16.6% | +13.7% | +2.9% | +16.1% |
| 3Y | +12.0% | +95.9% | -83.9% | +7.2% |
| 5Y | +24.1% | -71.7% | +95.8% | +14.9% |
| All | +24.1% | -71.6% | +95.7% | +14.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling