+230.3%
EQX vs DOCU
+98.0%
+132.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.8% | +4.9% |
| 7D | +19.9% | -4.8% | +24.7% | +20.5% |
| 30D | +5.9% | +9.4% | -3.5% | +4.8% |
| 3M | +4.6% | +29.0% | -24.4% | +1.5% |
| 6M | -15.1% | +62.3% | -77.4% | -20.0% |
| YTD | -13.5% | +13.7% | -27.2% | -15.5% |
| 1Y | +3.7% | +11.5% | -7.9% | +1.5% |
| 3Y | +164.5% | +94.2% | +70.3% | +134.8% |
| 5Y | +53.3% | -71.7% | +125.0% | +53.7% |
| All | +230.3% | +98.0% | +132.4% | +356.1% |
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