-32.9%
DOCN vs ZS
-43.7%
+10.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +0.7% | +7.3% | +7.6% |
| 7D | -12.8% | -11.1% | -1.7% | -6.4% |
| 30D | -41.9% | -14.8% | -27.1% | -36.1% |
| 3M | -36.9% | +18.0% | -54.9% | -43.8% |
| 6M | -52.2% | +30.8% | -83.1% | -63.1% |
| YTD | +62.7% | -11.5% | +74.2% | +54.8% |
| 1Y | +58.2% | -37.8% | +96.0% | +89.1% |
| 3Y | +219.5% | +16.6% | +202.9% | +131.7% |
| 5Y | -32.9% | -43.6% | +10.7% | -11.8% |
| All | -32.9% | -43.7% | +10.8% | -11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling