+112.3%
EQT vs DOCU
+110.9%
+1.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.2% | -1.9% | +1.0% |
| 7D | +0.3% | -0.4% | +0.8% | +0.4% |
| 30D | -0.7% | +12.9% | -13.6% | -1.9% |
| 3M | -2.8% | +35.1% | -37.9% | -5.8% |
| 6M | -6.1% | +76.2% | -82.3% | -11.7% |
| YTD | -0.5% | +17.2% | -17.7% | -2.9% |
| 1Y | -12.1% | +16.4% | -28.6% | -14.2% |
| 3Y | +40.4% | +95.6% | -55.2% | +26.8% |
| 5Y | +167.8% | -68.5% | +236.3% | +169.9% |
| All | +112.3% | +110.9% | +1.3% | +75.7% |
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