+54.3%
DOCN vs ZETA
+56.6%
-2.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -7.3% | -8.6% | -14.3% |
| 7D | -29.3% | -10.0% | -19.3% | -27.5% |
| 30D | -46.0% | -10.6% | -35.5% | -44.5% |
| 3M | -43.2% | +8.9% | -52.1% | -43.4% |
| 6M | -53.7% | +65.1% | -118.8% | -57.4% |
| YTD | +46.9% | +44.8% | +2.1% | +36.8% |
| 1Y | +54.3% | +47.8% | +6.5% | +42.0% |
| All | +54.3% | +56.6% | -2.3% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 ZETA 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