+43.7%
ZM vs DOC
+43.2%
+0.5%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.0% | -3.3% |
| 7D | -9.1% | +6.2% | -15.3% | -9.8% |
| 30D | -5.7% | +6.5% | -12.2% | -6.6% |
| 3M | -11.7% | -6.2% | -5.5% | -10.9% |
| 6M | -18.6% | +25.6% | -44.2% | -22.1% |
| YTD | +2.9% | +32.1% | -29.1% | -3.5% |
| 1Y | +6.3% | +20.3% | -14.0% | +2.3% |
| All | +43.7% | +43.2% | +0.5% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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