+14.9%
DOC vs ZYBT
-60.2%
+75.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +8.7% | -8.0% | +0.7% |
| 7D | +6.5% | +15.4% | -8.9% | +6.5% |
| 30D | +9.2% | +29.3% | -20.1% | +9.1% |
| 3M | -2.5% | -28.2% | +25.7% | -2.5% |
| 6M | +7.1% | +52.3% | -45.2% | +7.5% |
| YTD | +33.0% | +30.4% | +2.6% | +33.3% |
| 1Y | +23.3% | -29.2% | +52.5% | +24.2% |
| All | +14.9% | -60.2% | +75.1% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 10y: compounded portfolio wealth divided by compounded ZYBT 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…
10y analysis · Full analysis span regression · 6 months rolling