+58.5%
ZETA vs DOCU
+10.1%
+48.4%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.7% | +7.0% | +6.4% |
| 7D | -0.4% | -5.5% | +5.1% | +3.5% |
| 30D | -8.0% | +12.6% | -20.7% | -15.8% |
| 3M | +21.4% | +36.4% | -15.0% | -5.2% |
| 6M | +80.1% | +66.8% | +13.3% | +20.1% |
| YTD | +52.5% | +13.5% | +39.0% | +26.7% |
| 1Y | +58.5% | +11.3% | +47.2% | +33.9% |
| All | +58.5% | +10.1% | +48.4% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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