+157.1%
EQT vs DOCU
-71.0%
+228.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.7% | -0.8% | -2.3% |
| 7D | -10.5% | -5.5% | -5.0% | -10.1% |
| 30D | -5.3% | +12.6% | -17.9% | -6.3% |
| 3M | -4.0% | +36.4% | -40.4% | -6.8% |
| 6M | -13.3% | +66.8% | -80.1% | -17.8% |
| YTD | -6.7% | +13.5% | -20.2% | -8.3% |
| 1Y | -11.2% | +11.3% | -22.5% | -12.6% |
| 3Y | +21.6% | +92.1% | -70.5% | +10.5% |
| All | +157.1% | -71.0% | +228.1% | +126.8% |
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