+66.4%
DOCN vs ZS
+9.4%
+57.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -9.2% | -6.7% | -10.6% |
| 7D | -29.3% | -17.7% | -11.5% | -20.6% |
| 30D | -46.0% | -3.9% | -42.1% | -44.4% |
| 3M | -43.2% | +26.1% | -69.3% | -51.4% |
| 6M | -53.7% | +44.2% | -97.9% | -66.8% |
| YTD | +46.9% | -9.4% | +56.3% | +37.6% |
| 1Y | +54.3% | -37.1% | +91.4% | +83.1% |
| 3Y | +185.5% | +24.0% | +161.5% | +98.6% |
| 5Y | -31.1% | -39.8% | +8.7% | -15.7% |
| All | +66.4% | +9.4% | +57.0% | +34.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling