+214.8%
EQX vs DOCU
+97.6%
+117.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.7% | +3.8% | +2.3% |
| 7D | +18.8% | -5.5% | +24.3% | +19.4% |
| 30D | +5.2% | +12.6% | -7.4% | +3.8% |
| 3M | +7.5% | +36.4% | -28.9% | +3.7% |
| 6M | -19.6% | +66.8% | -86.4% | -24.4% |
| YTD | -17.6% | +13.5% | -31.1% | -19.5% |
| 1Y | +1.4% | +11.3% | -9.9% | -0.7% |
| 3Y | +139.0% | +92.1% | +47.0% | +112.4% |
| 5Y | +48.9% | -71.0% | +119.9% | +48.9% |
| All | +214.8% | +97.6% | +117.1% | +334.7% |
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