-10.3%
DOCU vs ZBRA
+18.2%
-28.4%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.5% | +2.2% | +3.3% |
| 7D | +6.9% | +1.8% | +5.1% | +6.4% |
| 30D | +19.0% | -1.7% | +20.7% | +19.5% |
| 3M | +34.3% | +47.8% | -13.5% | +19.7% |
| 6M | +48.0% | +56.7% | -8.7% | +29.9% |
| YTD | 0.0% | +49.4% | -49.4% | -11.5% |
| 1Y | -10.3% | +16.5% | -26.8% | -14.0% |
| All | -10.3% | +18.2% | -28.4% | -14.0% |
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