+60.1%
DOCN vs ZBRA
-38.9%
+98.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.5% | +1.3% | +1.9% |
| 7D | +1.1% | +1.8% | -0.6% | 0.0% |
| 30D | -9.6% | -1.7% | -7.9% | -8.7% |
| 3M | -37.7% | +47.8% | -85.5% | -54.4% |
| 6M | +115.2% | +56.7% | +58.5% | +47.8% |
| YTD | +133.7% | +49.4% | +84.3% | +64.0% |
| 1Y | +250.2% | +16.5% | +233.6% | +193.5% |
| 3Y | +320.3% | +31.5% | +288.8% | +196.4% |
| All | +60.1% | -38.9% | +98.9% | +179.7% |
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 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