+139.0%
EQX vs DOCU
+87.9%
+51.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.7% | +3.8% | +2.2% |
| 7D | +18.8% | -5.5% | +24.3% | +18.9% |
| 30D | +5.2% | +12.6% | -7.4% | +4.8% |
| 3M | +7.5% | +36.4% | -28.9% | +6.3% |
| 6M | -19.6% | +66.8% | -86.4% | -21.3% |
| YTD | -17.6% | +13.5% | -31.1% | -17.0% |
| 1Y | +1.4% | +11.3% | -9.9% | +2.2% |
| 3Y | +139.0% | +92.1% | +47.0% | +131.2% |
| All | +139.0% | +87.9% | +51.1% | +131.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling