+215.6%
DOCN vs ZETA
+325.6%
-110.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +8.2% | -6.6% | -0.8% |
| 7D | -12.1% | +13.2% | -25.4% | -15.1% |
| 30D | -41.0% | +6.0% | -47.0% | -41.7% |
| 3M | -38.7% | +27.3% | -66.0% | -42.8% |
| 6M | -51.5% | +104.6% | -156.1% | -61.4% |
| YTD | +65.3% | +72.3% | -7.1% | +35.7% |
| 1Y | +53.9% | +76.3% | -22.4% | +25.0% |
| 3Y | +215.6% | +325.6% | -110.1% | +60.2% |
| All | +215.6% | +325.6% | -110.1% | +60.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling