+164.6%
DOCN vs ZS
-8.9%
+173.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.5% | +7.3% | +5.4% |
| 7D | +1.1% | -7.8% | +9.0% | +5.8% |
| 30D | -9.6% | +5.0% | -14.7% | -12.9% |
| 3M | -37.7% | +25.5% | -63.2% | -46.9% |
| 6M | +115.2% | +8.7% | +106.5% | +83.3% |
| YTD | +133.7% | -24.5% | +158.2% | +146.8% |
| 1Y | +250.2% | -36.7% | +286.9% | +308.8% |
| 3Y | +320.3% | +7.2% | +313.1% | +221.1% |
| 5Y | +53.1% | -40.9% | +94.0% | +89.1% |
| All | +164.6% | -8.9% | +173.5% | +141.8% |
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