+45.0%
ZM vs DOCU
+45.9%
-0.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.7% | +2.9% | +2.0% |
| 7D | -5.9% | -5.5% | -0.3% | -3.3% |
| 30D | -5.2% | +12.6% | -17.8% | -10.7% |
| 3M | -11.3% | +36.4% | -47.7% | -24.2% |
| 6M | -14.5% | +66.8% | -81.3% | -34.0% |
| YTD | +4.2% | +13.5% | -9.3% | -4.6% |
| 1Y | +9.3% | +11.3% | -2.0% | +0.6% |
| 3Y | +45.4% | +92.1% | -46.7% | -8.6% |
| 5Y | -66.0% | -71.0% | +4.9% | -52.6% |
| All | +45.0% | +45.9% | -0.9% | +54.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling