+9.3%
ZM vs DOCU
+10.1%
-0.8%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -33.8% |
| YTD | +4.2% | +13.5% | -9.3% | -6.5% |
| 1Y | +9.3% | +11.3% | -2.0% | -0.7% |
| All | +9.3% | +10.1% | -0.8% | -0.7% |
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