-5.4%
ZBH vs DOCU
-9.0%
+3.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.7% | -4.6% | -1.1% |
| 7D | -2.8% | +6.9% | -9.7% | -3.2% |
| 30D | -0.1% | +19.0% | -19.1% | -1.3% |
| 3M | +13.4% | +34.3% | -20.9% | +10.7% |
| 6M | +3.0% | +48.0% | -45.0% | +0.3% |
| YTD | +9.7% | 0.0% | +9.6% | +8.0% |
| 1Y | -5.4% | -10.3% | +4.9% | -7.3% |
| All | -5.4% | -9.0% | +3.6% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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