+51.5%
DOCN vs ZBRA
+23.4%
+28.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +1.5% | +6.6% | +7.7% |
| 7D | -12.8% | -9.5% | -3.3% | -10.7% |
| 30D | -41.9% | -15.6% | -26.3% | -39.4% |
| 3M | -36.9% | -13.2% | -23.7% | -34.6% |
| 6M | -52.2% | +44.5% | -96.8% | -57.6% |
| YTD | +62.7% | +34.5% | +28.2% | +46.3% |
| All | +51.5% | +23.4% | +28.1% | +43.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling