+131.8%
EQX vs DOCU
+96.5%
+35.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | -8.3% | +1.6% | -9.9% | -8.4% |
| 30D | -4.7% | +10.8% | -15.5% | -5.0% |
| 3M | -10.1% | +38.0% | -48.1% | -11.1% |
| 6M | -29.9% | +77.4% | -107.3% | -31.6% |
| YTD | -26.0% | +17.2% | -43.2% | -25.6% |
| 1Y | -21.0% | +15.6% | -36.6% | -20.4% |
| All | +131.8% | +96.5% | +35.2% | +148.3% |
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