+1.6%
ZBH vs DOCU
+110.9%
-109.3%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.2% | -3.1% | -0.2% |
| 7D | -2.4% | -0.4% | -2.0% | -2.4% |
| 30D | +16.6% | +12.9% | +3.7% | +15.2% |
| 3M | +10.8% | +35.1% | -24.2% | +7.4% |
| 6M | +35.8% | +76.2% | -40.4% | +27.8% |
| YTD | +20.5% | +17.2% | +3.3% | +17.6% |
| 1Y | +22.7% | +16.4% | +6.3% | +19.7% |
| 3Y | +4.9% | +95.6% | -90.7% | -5.8% |
| 5Y | -12.8% | -68.5% | +55.7% | -13.0% |
| All | +1.6% | +110.9% | -109.3% | -20.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling