+172.5%
EQX vs DOCU
+33.7%
+138.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.7% | -6.1% | -2.5% |
| 7D | -1.4% | +6.9% | -8.3% | -1.7% |
| 30D | +24.4% | +19.0% | +5.4% | +23.4% |
| 3M | +11.6% | +34.3% | -22.7% | +10.0% |
| 6M | -25.0% | +48.0% | -73.0% | -26.6% |
| YTD | -8.4% | 0.0% | -8.4% | -7.5% |
| 1Y | +43.4% | -10.3% | +53.7% | +45.8% |
| All | +172.5% | +33.7% | +138.9% | +121.4% |
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 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