+110.9%
EQT vs DOCU
+110.9%
0.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +3.4% | +1.6% | +1.9% | +3.3% |
| 30D | -3.5% | +10.8% | -14.3% | -4.5% |
| 3M | -2.8% | +38.0% | -40.8% | -6.0% |
| 6M | -5.5% | +77.4% | -82.9% | -11.2% |
| YTD | -1.1% | +17.2% | -18.3% | -3.5% |
| 1Y | -12.9% | +15.6% | -28.5% | -14.9% |
| 3Y | +39.5% | +95.6% | -56.1% | +26.0% |
| 5Y | +164.1% | -69.7% | +233.8% | +167.4% |
| All | +110.9% | +110.9% | 0.0% | +74.6% |
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