+194.7%
EQIX vs DOCU
+111.8%
+82.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.2% | +3.7% | +3.9% |
| 7D | +4.6% | -3.7% | +8.3% | +5.1% |
| 30D | +3.0% | +15.0% | -12.0% | +0.9% |
| 3M | +0.7% | +39.9% | -39.2% | -4.4% |
| 6M | -1.7% | +66.2% | -67.9% | -9.6% |
| YTD | +39.7% | +17.7% | +22.0% | +34.4% |
| 1Y | +29.7% | +13.7% | +16.0% | +25.3% |
| 3Y | +45.7% | +95.9% | -50.2% | +25.2% |
| 5Y | +44.9% | -71.7% | +116.6% | +50.9% |
| All | +194.7% | +111.8% | +82.8% | +167.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling