+72.2%
DOCU vs ZBRA
+165.2%
-93.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.5% | +2.2% | +3.0% |
| 7D | +6.9% | +1.8% | +5.1% | +6.0% |
| 30D | +19.0% | -1.7% | +20.7% | +20.0% |
| 3M | +34.3% | +47.8% | -13.5% | +7.6% |
| 6M | +48.0% | +56.7% | -8.7% | +13.3% |
| YTD | 0.0% | +49.4% | -49.4% | -22.3% |
| 1Y | -10.3% | +16.5% | -26.8% | -21.1% |
| 3Y | +32.4% | +31.5% | +0.9% | +2.4% |
| 5Y | -77.9% | -38.6% | -39.4% | -75.2% |
| All | +72.2% | +165.2% | -93.0% | +1.0% |
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