+21.4%
EQX vs DOCU
-69.6%
+91.0%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.4% |
| 7D | -10.5% | +4.1% | -14.6% | -10.9% |
| 30D | +0.2% | +7.4% | -7.2% | -0.6% |
| 3M | -7.9% | +26.0% | -33.9% | -10.4% |
| 6M | -28.6% | +79.2% | -107.8% | -33.5% |
| YTD | -26.3% | +18.1% | -44.3% | -28.1% |
| 1Y | -20.2% | +20.5% | -40.8% | -22.5% |
| 3Y | +131.1% | +96.4% | +34.7% | +102.3% |
| All | +21.4% | -69.6% | +91.0% | +8.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling