-37.6%
ZBRA vs DOC
-24.5%
-13.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.8% | +3.3% | +2.4% |
| 7D | +1.8% | -1.5% | +3.2% | +2.5% |
| 30D | -1.7% | -4.8% | +3.1% | +0.6% |
| 3M | +47.8% | +6.9% | +40.9% | +42.3% |
| 6M | +56.7% | +20.7% | +36.0% | +39.9% |
| YTD | +49.4% | +34.1% | +15.2% | +24.0% |
| 1Y | +16.5% | +22.6% | -6.1% | +2.5% |
| 3Y | +31.5% | +20.8% | +10.6% | +13.3% |
| All | -37.6% | -24.5% | -13.1% | -29.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling