+262.9%
ZETA vs DOCS
-21.0%
+284.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.0% | +7.3% | +6.0% |
| 7D | -0.4% | -0.8% | +0.3% | -0.2% |
| 30D | -8.0% | +17.4% | -25.4% | -12.8% |
| 3M | +21.4% | +57.4% | -36.0% | +2.9% |
| 6M | +80.1% | +26.5% | +53.5% | +61.5% |
| YTD | +52.5% | -26.6% | +79.1% | +62.2% |
| 1Y | +58.5% | -48.1% | +106.5% | +87.1% |
| 3Y | +281.7% | +52.6% | +229.0% | +205.6% |
| 5Y | +237.3% | -52.1% | +289.4% | +246.8% |
| All | +262.9% | -21.0% | +284.0% | +265.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling