+70.5%
DOCN vs ZS
+6.0%
+64.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.1% | +5.6% | +4.3% |
| 7D | -19.2% | -16.9% | -2.3% | -9.9% |
| 30D | -43.1% | -7.4% | -35.6% | -40.1% |
| 3M | -40.7% | +21.6% | -62.3% | -48.2% |
| 6M | -55.0% | +42.4% | -97.4% | -67.5% |
| YTD | +50.6% | -12.1% | +62.7% | +43.5% |
| 1Y | +54.0% | -37.8% | +91.8% | +83.5% |
| 3Y | +203.9% | +20.9% | +183.0% | +114.0% |
| 5Y | -29.4% | -41.6% | +12.2% | -12.1% |
| All | +70.5% | +6.0% | +64.5% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 10y: compounded portfolio wealth divided by compounded ZS 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…
10y analysis · Full analysis span regression · 6 months rolling