+198.6%
EQIX vs DOCU
+110.9%
+87.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.2% | -1.5% | +1.3% |
| 7D | +1.3% | -0.4% | +1.8% | +1.4% |
| 30D | +3.4% | +12.9% | -9.5% | +1.6% |
| 3M | +3.9% | +35.1% | -31.1% | -0.8% |
| 6M | -0.7% | +76.2% | -76.9% | -9.4% |
| YTD | +41.5% | +17.2% | +24.4% | +36.3% |
| 1Y | +32.9% | +16.4% | +16.5% | +27.8% |
| 3Y | +48.3% | +95.6% | -47.3% | +27.5% |
| 5Y | +52.3% | -68.5% | +120.8% | +56.3% |
| All | +198.6% | +110.9% | +87.7% | +170.7% |
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