-9.2%
DOCU vs ZYBT
-60.2%
+51.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | 0.0% |
| 7D | +1.6% | +8.7% | -7.1% | +1.6% |
| 30D | +10.8% | +1.4% | +9.5% | +10.8% |
| 3M | +38.0% | -3.2% | +41.2% | +37.9% |
| 6M | +77.4% | +48.5% | +28.9% | +78.4% |
| YTD | +17.2% | +30.4% | -13.3% | +17.1% |
| 1Y | +15.6% | -30.6% | +46.1% | +16.7% |
| All | -9.2% | -60.2% | +51.0% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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