+178.8%
EQIX vs DOCU
+107.7%
+71.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.0% | -3.4% | -5.1% |
| 7D | -3.8% | -3.2% | -0.6% | -3.4% |
| 30D | -4.8% | +15.7% | -20.5% | -6.8% |
| 3M | -5.1% | +37.3% | -42.4% | -9.7% |
| 6M | -6.6% | +63.1% | -69.7% | -13.9% |
| YTD | +32.2% | +15.4% | +16.8% | +27.5% |
| 1Y | +23.9% | +11.3% | +12.6% | +20.0% |
| 3Y | +37.9% | +92.1% | -54.2% | +18.8% |
| 5Y | +40.9% | -70.5% | +111.4% | +45.9% |
| All | +178.8% | +107.7% | +71.1% | +153.3% |
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