+386.5%
ZBRA vs DOC
+21.1%
+365.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.3% | +0.7% |
| 7D | -9.5% | +5.9% | -15.4% | -11.7% |
| 30D | -15.6% | +10.3% | -25.9% | -19.3% |
| 3M | -13.2% | -2.2% | -11.0% | -12.7% |
| 6M | +44.5% | +8.2% | +36.3% | +38.7% |
| YTD | +34.5% | +35.4% | -0.8% | +14.7% |
| 1Y | +25.9% | +23.6% | +2.3% | +11.9% |
| 3Y | +61.3% | +57.3% | +4.1% | +26.8% |
| 5Y | -45.2% | -19.6% | -25.6% | -42.3% |
| 10Y | +386.5% | +20.8% | +365.7% | +337.1% |
| All | +386.5% | +21.1% | +365.4% | +337.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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