-39.8%
ZS vs DOCU
-71.9%
+32.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -2.0% | -7.2% | -8.1% |
| 7D | -17.7% | -3.2% | -14.5% | -16.3% |
| 30D | -3.9% | +15.7% | -19.6% | -11.1% |
| 3M | +26.1% | +37.3% | -11.2% | +6.6% |
| 6M | +44.2% | +63.1% | -18.9% | +12.0% |
| YTD | -9.4% | +15.4% | -24.7% | -16.8% |
| 1Y | -37.1% | +11.3% | -48.4% | -41.6% |
| 3Y | +24.0% | +92.1% | -68.0% | -21.9% |
| 5Y | -39.8% | -70.5% | +30.7% | -35.9% |
| All | -39.8% | -71.9% | +32.1% | -35.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling