+25.4%
ZBRA vs DOC
+23.5%
+1.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.3% | +1.4% |
| 7D | -9.5% | +5.9% | -15.4% | -9.6% |
| 30D | -15.6% | +10.3% | -25.9% | -15.8% |
| 3M | -13.2% | -2.2% | -11.0% | -13.1% |
| 6M | +44.5% | +8.2% | +36.3% | +44.8% |
| YTD | +34.5% | +35.4% | -0.8% | +32.8% |
| All | +25.4% | +23.5% | +1.9% | +26.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling