+95.7%
DOCU vs ZBRA
+138.8%
-43.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.5% |
| 7D | -4.8% | -9.5% | +4.8% | -0.2% |
| 30D | +9.4% | -15.6% | +25.0% | +18.6% |
| 3M | +29.0% | -13.2% | +42.2% | +37.5% |
| 6M | +62.3% | +44.5% | +17.8% | +29.4% |
| YTD | +13.7% | +34.5% | -20.9% | -7.5% |
| 1Y | +11.5% | +25.9% | -14.3% | -6.0% |
| 3Y | +94.2% | +61.3% | +32.9% | +31.9% |
| 5Y | -71.7% | -45.2% | -26.6% | -66.5% |
| All | +95.7% | +138.8% | -43.1% | +20.2% |
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