+103.3%
DOCU vs ZBRA
+136.8%
-33.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.2% | -0.2% |
| 7D | +4.1% | +0.6% | +3.4% | +3.7% |
| 30D | +7.4% | -14.0% | +21.4% | +15.4% |
| 3M | +26.0% | -14.7% | +40.7% | +35.4% |
| 6M | +79.2% | +31.3% | +47.9% | +50.9% |
| YTD | +18.1% | +33.4% | -15.4% | -3.5% |
| 1Y | +20.5% | +34.1% | -13.6% | -1.9% |
| 3Y | +96.4% | +59.9% | +36.5% | +33.9% |
| 5Y | -69.5% | -45.3% | -24.2% | -63.8% |
| All | +103.3% | +136.8% | -33.6% | +25.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling