+361.9%
ZETA vs DOCS
+38.9%
+323.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +2.5% | +5.1% | +6.8% |
| 7D | +18.8% | -4.2% | +22.9% | +20.4% |
| 30D | +12.6% | +8.6% | +4.0% | +9.8% |
| 3M | +29.5% | +27.2% | +2.2% | +19.7% |
| 6M | +128.6% | +26.5% | +102.1% | +106.0% |
| YTD | +85.5% | -25.0% | +110.4% | +95.2% |
| 1Y | +90.6% | -37.0% | +127.6% | +111.1% |
| All | +361.9% | +38.9% | +323.1% | +348.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling