+66.4%
DOCN vs ZBRA
-30.6%
+96.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -3.2% | -12.6% | -13.8% |
| 7D | -29.3% | -14.8% | -14.5% | -21.7% |
| 30D | -46.0% | -16.6% | -29.4% | -39.1% |
| 3M | -43.2% | -12.8% | -30.4% | -38.1% |
| 6M | -53.7% | +40.8% | -94.6% | -65.9% |
| YTD | +46.9% | +32.5% | +14.5% | +11.5% |
| 1Y | +54.3% | +20.8% | +33.5% | +25.3% |
| 3Y | +185.5% | +50.1% | +135.5% | +77.4% |
| 5Y | -31.1% | -47.1% | +16.0% | +5.8% |
| All | +66.4% | -30.6% | +96.9% | +126.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling