-35.6%
DOCN vs ZBRA
-47.4%
+11.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.1% | +2.4% | +2.4% |
| 7D | -19.2% | -10.9% | -8.3% | -13.1% |
| 30D | -43.1% | -16.6% | -26.5% | -35.7% |
| 3M | -40.7% | -11.6% | -29.1% | -35.9% |
| 6M | -55.0% | +40.2% | -95.1% | -66.9% |
| YTD | +50.6% | +32.6% | +18.0% | +13.6% |
| 1Y | +54.0% | +24.7% | +29.3% | +21.7% |
| 3Y | +203.9% | +56.3% | +147.6% | +78.6% |
| All | -35.6% | -47.4% | +11.8% | +29.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling