+424.0%
ZBRA vs DOC
-2.1%
+426.0%
-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% | +3.3% | +2.2% |
| 7D | +1.8% | -1.5% | +3.2% | +2.4% |
| 30D | -1.7% | -4.8% | +3.1% | +0.3% |
| 3M | +47.8% | +6.9% | +40.9% | +43.1% |
| 6M | +56.7% | +20.7% | +36.0% | +42.4% |
| YTD | +49.4% | +34.1% | +15.2% | +28.4% |
| 1Y | +16.5% | +22.6% | -6.1% | +4.6% |
| 3Y | +31.5% | +20.8% | +10.6% | +16.8% |
| 5Y | -38.6% | -24.9% | -13.7% | -33.6% |
| All | +424.0% | -2.1% | +426.0% | +413.4% |
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