+67.8%
ZETA vs DOCS
-60.9%
+128.7%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.8% | -1.3% | -3.2% |
| 7D | +2.7% | -1.4% | +4.1% | +3.2% |
| 30D | +15.8% | +21.8% | -6.0% | +7.5% |
| 3M | +35.4% | +27.3% | +8.1% | +23.8% |
| 6M | +67.1% | -0.3% | +67.5% | +61.9% |
| YTD | +54.1% | -40.5% | +94.5% | +71.8% |
| 1Y | +67.8% | -61.5% | +129.4% | +117.3% |
| All | +67.8% | -60.9% | +128.7% | +117.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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