+8,844.3%
ZBRA vs DOC
+1,978.9%
+6,865.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.8% | +3.3% | +2.1% |
| 7D | +1.8% | -1.5% | +3.2% | +2.3% |
| 30D | -1.7% | -4.8% | +3.1% | -0.1% |
| 3M | +47.8% | +6.9% | +40.9% | +44.2% |
| 6M | +56.7% | +20.7% | +36.0% | +45.7% |
| YTD | +49.4% | +34.1% | +15.2% | +33.3% |
| 1Y | +16.5% | +22.6% | -6.1% | +7.4% |
| 3Y | +31.5% | +20.8% | +10.6% | +20.7% |
| 5Y | -38.6% | -24.9% | -13.7% | -34.2% |
| 10Y | +421.0% | -1.8% | +422.8% | +391.2% |
| All | +8,844.3% | +1,978.9% | +6,865.3% | +2,692.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling