+63.4%
ZM vs DOCU
+28.6%
+34.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.7% | -0.4% | +1.5% |
| 7D | +2.9% | +6.9% | -3.9% | -0.4% |
| 30D | +0.7% | +19.0% | -18.3% | -7.6% |
| 3M | -3.7% | +34.3% | -38.0% | -17.0% |
| 6M | +29.9% | +48.0% | -18.1% | +6.7% |
| YTD | +17.4% | 0.0% | +17.4% | +14.9% |
| 1Y | +22.4% | -10.3% | +32.7% | +24.6% |
| 3Y | +41.3% | +32.4% | +8.9% | +7.6% |
| 5Y | -66.0% | -77.9% | +11.9% | -45.0% |
| All | +63.4% | +28.6% | +34.8% | +86.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling