-47.3%
DOCS vs ZBRA
+25.3%
-72.6%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.9% | +5.5% | +6.2% |
| 7D | +1.2% | -13.6% | +14.8% | +3.3% |
| 30D | +21.3% | -11.5% | +32.8% | +23.4% |
| 3M | +58.4% | -9.9% | +68.2% | +60.7% |
| 6M | +39.3% | +48.6% | -9.3% | +35.0% |
| YTD | -21.7% | +36.9% | -58.6% | -24.7% |
| 1Y | -47.3% | +27.7% | -75.0% | -47.8% |
| All | -47.3% | +25.3% | -72.6% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 1y: compounded portfolio wealth divided by compounded ZBRA 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…
1y analysis · Full analysis span regression · 6 months rolling