+160.3%
EQT vs DOCU
-69.6%
+229.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.8% |
| 7D | +6.9% | +4.1% | +2.8% | +6.5% |
| 30D | +0.4% | +7.4% | -6.9% | -0.2% |
| 3M | -2.0% | +26.0% | -28.1% | -4.2% |
| 6M | -5.0% | +79.2% | -84.2% | -10.3% |
| YTD | -0.3% | +18.1% | -18.4% | -2.3% |
| 1Y | -11.3% | +20.5% | -31.8% | -13.4% |
| 3Y | +38.3% | +96.4% | -58.1% | +25.7% |
| All | +160.3% | -69.6% | +229.9% | +130.8% |
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