+8.9%
DOCS vs ZS
+6.8%
+2.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.5% | +1.7% | -1.4% |
| 7D | -1.4% | -7.8% | +6.4% | +0.9% |
| 30D | +21.8% | +5.0% | +16.8% | +19.9% |
| 3M | +27.3% | +25.5% | +1.8% | +18.8% |
| 6M | -0.3% | +8.7% | -9.0% | -7.9% |
| YTD | -40.5% | -24.5% | -16.0% | -38.1% |
| 1Y | -61.5% | -36.7% | -24.8% | -57.9% |
| All | +8.9% | +6.8% | +2.2% | -9.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling