+191.6%
EQT vs DOCU
-78.0%
+269.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.7% | -4.5% | -1.1% |
| 7D | +1.1% | +6.9% | -5.8% | +0.5% |
| 30D | +7.7% | +19.0% | -11.3% | +6.0% |
| 3M | +0.2% | +34.3% | -34.1% | -2.7% |
| 6M | -9.5% | +48.0% | -57.5% | -13.1% |
| YTD | +3.8% | 0.0% | +3.8% | +3.3% |
| 1Y | +7.8% | -10.3% | +18.0% | +8.1% |
| 3Y | +30.1% | +32.4% | -2.3% | +23.3% |
| All | +191.6% | -78.0% | +269.6% | +150.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling