+8,097.2%
ZBRA vs DOC
+1,951.9%
+6,145.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.1% | -2.2% | -0.1% |
| 7D | -13.6% | +8.7% | -22.3% | -16.0% |
| 30D | -11.5% | +7.6% | -19.1% | -13.8% |
| 3M | -9.9% | -5.3% | -4.6% | -8.5% |
| 6M | +48.6% | +27.6% | +21.0% | +35.4% |
| YTD | +36.9% | +32.4% | +4.5% | +22.4% |
| 1Y | +27.7% | +22.9% | +4.8% | +17.1% |
| 3Y | +55.1% | +43.1% | +12.0% | +34.5% |
| 5Y | -44.4% | -21.4% | -23.0% | -41.2% |
| 10Y | +427.9% | +16.8% | +411.1% | +372.4% |
| All | +8,097.2% | +1,951.9% | +6,145.3% | +2,463.9% |
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