-35.6%
DOCN vs ZM
-65.8%
+30.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.2% | +1.3% | +1.6% |
| 7D | -19.2% | -5.9% | -13.3% | -15.0% |
| 30D | -43.1% | -5.2% | -37.9% | -39.9% |
| 3M | -40.7% | -11.3% | -29.4% | -35.2% |
| 6M | -55.0% | -14.5% | -40.5% | -50.9% |
| YTD | +50.6% | +4.2% | +46.5% | +39.1% |
| 1Y | +54.0% | +9.3% | +44.6% | +35.4% |
| 3Y | +203.9% | +45.4% | +158.5% | +101.8% |
| All | -35.6% | -65.8% | +30.2% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 ZM 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