+84.2%
DOCN vs ZBRA
-29.5%
+113.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +1.5% | +6.6% | +7.1% |
| 7D | -12.8% | -9.5% | -3.3% | -7.2% |
| 30D | -41.9% | -15.6% | -26.3% | -35.0% |
| 3M | -36.9% | -13.2% | -23.7% | -31.0% |
| 6M | -52.2% | +44.5% | -96.8% | -65.4% |
| YTD | +62.7% | +34.5% | +28.2% | +22.3% |
| 1Y | +58.2% | +25.9% | +32.4% | +25.0% |
| 3Y | +219.5% | +61.3% | +158.1% | +87.2% |
| 5Y | -32.9% | -45.2% | +12.3% | +1.3% |
| All | +84.2% | -29.5% | +113.7% | +148.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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