-48.1%
DOCS vs ZS
-38.2%
-9.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.1% | +1.0% | -1.3% |
| 7D | -0.8% | -16.9% | +16.1% | +3.5% |
| 30D | +17.4% | -7.4% | +24.8% | +19.1% |
| 3M | +57.4% | +21.6% | +35.8% | +48.6% |
| 6M | +26.5% | +42.4% | -15.8% | +8.6% |
| YTD | -26.6% | -12.1% | -14.5% | -32.9% |
| 1Y | -48.1% | -37.8% | -10.2% | -53.7% |
| All | -48.1% | -38.2% | -9.8% | -53.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling