+189.6%
EQIX vs DOCU
+80.0%
+109.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.7% | -4.2% | -1.0% |
| 7D | -0.8% | +6.9% | -7.7% | -1.7% |
| 30D | -1.4% | +19.0% | -20.4% | -4.0% |
| 3M | -4.4% | +34.3% | -38.7% | -8.9% |
| 6M | +7.9% | +48.0% | -40.1% | +0.9% |
| YTD | +37.3% | 0.0% | +37.3% | +35.5% |
| 1Y | +37.8% | -10.3% | +48.1% | +37.7% |
| 3Y | +42.0% | +32.4% | +9.6% | +29.6% |
| 5Y | +29.6% | -77.9% | +107.6% | +40.0% |
| All | +189.6% | +80.0% | +109.6% | +169.1% |
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 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