+11.5%
DOCU vs ZBRA
+21.4%
-9.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.3% |
| 7D | -3.4% | -2.5% | -0.9% | -2.8% |
| 30D | +9.3% | -17.0% | +26.3% | +14.3% |
| 3M | +30.2% | -15.0% | +45.2% | +35.3% |
| 6M | +62.1% | +42.2% | +19.9% | +46.3% |
| YTD | +13.5% | +32.4% | -18.8% | +3.6% |
| 1Y | +11.5% | +23.3% | -11.8% | +5.4% |
| All | +11.5% | +21.4% | -9.9% | +5.4% |
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 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