+101.7%
DOCU vs ZBRA
+139.4%
-37.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.9% | +1.3% | +2.3% |
| 7D | -0.4% | -1.5% | +1.1% | +0.3% |
| 30D | +12.9% | -15.6% | +28.6% | +22.5% |
| 3M | +35.1% | -14.5% | +49.6% | +45.1% |
| 6M | +76.2% | +50.9% | +25.3% | +37.3% |
| YTD | +17.2% | +34.8% | -17.7% | -4.7% |
| 1Y | +16.4% | +28.3% | -11.9% | -2.9% |
| 3Y | +95.6% | +58.8% | +36.8% | +34.1% |
| 5Y | -68.5% | -44.0% | -24.5% | -63.1% |
| All | +101.7% | +139.4% | -37.6% | +23.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling