+266.7%
ZETA vs DOCS
-36.0%
+302.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +6.9% |
| 3M | +35.4% | +27.3% | +8.1% | +23.3% |
| 6M | +67.1% | -0.3% | +67.5% | +62.4% |
| YTD | +54.1% | -40.5% | +94.5% | +75.7% |
| 1Y | +67.8% | -61.5% | +129.4% | +118.6% |
| 3Y | +311.4% | +8.2% | +303.2% | +269.1% |
| 5Y | +324.8% | -73.4% | +398.2% | +382.2% |
| All | +266.7% | -36.0% | +302.7% | +295.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling