-34.9%
DOCS vs ZBRA
+23.7%
-58.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.9% | +0.4% |
| 7D | +0.1% | -1.2% | +1.2% | +0.2% |
| 30D | +8.7% | -17.8% | +26.5% | +11.8% |
| 3M | +32.9% | -16.0% | +48.9% | +36.2% |
| 6M | +25.5% | +31.4% | -5.9% | +23.6% |
| YTD | -25.0% | +30.9% | -55.9% | -27.7% |
| 1Y | -34.9% | +24.3% | -59.2% | -35.4% |
| All | -34.9% | +23.7% | -58.5% | -35.4% |
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