-71.7%
DOCU vs ZBRA
-47.4%
-24.3%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.7% |
| 7D | -5.5% | -10.9% | +5.3% | +0.3% |
| 30D | +12.6% | -16.6% | +29.2% | +23.8% |
| 3M | +36.4% | -11.6% | +48.0% | +44.8% |
| 6M | +66.8% | +40.2% | +26.6% | +31.4% |
| YTD | +13.5% | +32.6% | -19.2% | -9.5% |
| 1Y | +11.3% | +24.7% | -13.4% | -7.9% |
| 3Y | +92.1% | +56.3% | +35.8% | +17.1% |
| All | -71.7% | -47.4% | -24.3% | -57.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling