+279.2%
ZETA vs DOCS
-20.2%
+299.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.1% | +3.4% | +4.1% |
| 7D | +6.2% | 0.0% | +6.2% | +6.2% |
| 30D | -2.0% | +7.8% | -9.8% | -4.3% |
| 3M | +21.7% | +20.0% | +1.7% | +14.3% |
| 6M | +89.1% | +26.5% | +62.6% | +69.7% |
| YTD | +59.3% | -25.8% | +85.1% | +68.9% |
| 1Y | +66.2% | -39.5% | +105.6% | +87.4% |
| 3Y | +297.3% | +60.3% | +237.0% | +213.0% |
| 5Y | +227.5% | -57.0% | +284.5% | +239.5% |
| All | +279.2% | -20.2% | +299.3% | +280.1% |
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