+121.6%
EQT vs DOCU
+80.0%
+41.5%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.7% | -4.5% | -1.1% |
| 7D | +1.1% | +6.9% | -5.8% | +0.4% |
| 30D | +7.7% | +19.0% | -11.3% | +5.7% |
| 3M | +0.2% | +34.3% | -34.1% | -3.1% |
| 6M | -9.5% | +48.0% | -57.5% | -13.6% |
| YTD | +3.8% | 0.0% | +3.8% | +3.0% |
| 1Y | +7.8% | -10.3% | +18.0% | +7.9% |
| 3Y | +30.1% | +32.4% | -2.3% | +22.4% |
| 5Y | +188.6% | -77.9% | +266.5% | +202.1% |
| All | +121.6% | +80.0% | +41.5% | +86.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling