-64.2%
DOCS vs ZYBT
-83.2%
+19.1%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-10 to 2026-09-10.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.9% | +2.1% |
| 7D | -8.8% | -2.5% | -6.4% | -8.8% |
| 30D | -5.4% | -1.2% | -4.1% | -5.4% |
| 3M | +22.1% | +76.7% | -54.6% | +20.5% |
| 6M | -0.3% | +103.6% | -103.9% | -1.5% |
| YTD | -44.2% | +38.3% | -82.5% | -44.5% |
| 1Y | -64.2% | -84.7% | +20.5% | -64.2% |
| All | -64.2% | -83.2% | +19.1% | -64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 2025-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ZYBT 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…
2025-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling