+1.0%
ZBH vs DOCU
+107.7%
-106.7%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +17.4% |
| 3M | +9.1% | +37.3% | -28.1% | +5.6% |
| 6M | +29.4% | +63.1% | -33.7% | +22.8% |
| YTD | +19.8% | +15.4% | +4.4% | +17.1% |
| 1Y | +23.4% | +11.3% | +12.0% | +20.9% |
| 3Y | +1.1% | +92.1% | -91.0% | -9.1% |
| 5Y | -18.8% | -70.5% | +51.7% | -18.5% |
| All | +1.0% | +107.7% | -106.7% | -21.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling