+250.0%
EQX vs DOCU
+74.2%
+175.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.7% | -6.1% | -2.7% |
| 7D | -1.4% | +6.9% | -8.3% | -2.1% |
| 30D | +24.4% | +19.0% | +5.4% | +22.0% |
| 3M | +11.6% | +34.3% | -22.7% | +7.8% |
| 6M | -25.0% | +48.0% | -73.0% | -28.7% |
| YTD | -8.4% | 0.0% | -8.4% | -9.1% |
| 1Y | +43.4% | -10.3% | +53.7% | +43.8% |
| 3Y | +162.0% | +32.4% | +129.6% | +143.6% |
| 5Y | +70.1% | -77.9% | +148.1% | +75.1% |
| All | +250.0% | +74.2% | +175.8% | +390.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling