+215.6%
DOCN vs ZBRA
+58.4%
+157.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +2.3% |
| 7D | -12.1% | -2.5% | -9.7% | -10.9% |
| 30D | -41.0% | -17.0% | -24.0% | -35.4% |
| 3M | -38.7% | -15.0% | -23.7% | -33.8% |
| 6M | -51.5% | +42.2% | -93.7% | -61.4% |
| YTD | +65.3% | +32.4% | +32.9% | +35.6% |
| 1Y | +53.9% | +23.3% | +30.6% | +32.0% |
| 3Y | +215.6% | +55.9% | +159.7% | +121.4% |
| All | +215.6% | +58.4% | +157.2% | +121.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling