+245.4%
EQX vs DOCU
+65.7%
+179.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.9% | +3.5% | -0.8% |
| 7D | +3.8% | +0.7% | +3.1% | +3.7% |
| 30D | +9.4% | +8.0% | +1.4% | +8.3% |
| 3M | +16.8% | +41.0% | -24.1% | +12.2% |
| 6M | -23.7% | +33.7% | -57.3% | -26.6% |
| YTD | -9.6% | -4.9% | -4.7% | -9.8% |
| 1Y | +29.1% | -20.4% | +49.5% | +31.1% |
| 3Y | +175.3% | +29.6% | +145.7% | +156.4% |
| 5Y | +77.3% | -76.9% | +154.2% | +81.6% |
| All | +245.4% | +65.7% | +179.7% | +386.7% |
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