+593.3%
ZS vs DOCU
+104.6%
+488.7%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | -11.1% | -4.8% | -6.3% | -8.7% |
| 30D | -14.8% | +9.4% | -24.2% | -18.8% |
| 3M | +18.0% | +29.0% | -11.0% | +3.0% |
| 6M | +30.8% | +62.3% | -31.5% | +1.7% |
| YTD | -11.5% | +13.7% | -25.2% | -17.8% |
| 1Y | -37.8% | +11.5% | -49.4% | -42.1% |
| 3Y | +16.6% | +94.2% | -77.6% | -26.3% |
| 5Y | -43.6% | -71.7% | +28.2% | -19.1% |
| All | +593.3% | +104.6% | +488.7% | +444.3% |
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 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