-18.8%
ZBH vs DOCU
-71.9%
+53.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.0% | -1.0% | -2.8% |
| 7D | +9.6% | -3.2% | +12.8% | +10.0% |
| 30D | +19.1% | +15.7% | +3.5% | +17.2% |
| 3M | +9.1% | +37.3% | -28.1% | +5.1% |
| 6M | +29.4% | +63.1% | -33.7% | +21.9% |
| YTD | +19.8% | +15.4% | +4.4% | +16.8% |
| 1Y | +23.4% | +11.3% | +12.0% | +20.6% |
| 3Y | +1.1% | +92.1% | -91.0% | -11.4% |
| 5Y | -18.8% | -70.5% | +51.7% | -22.4% |
| All | -18.8% | -71.9% | +53.1% | -22.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling