-61.4%
ZTS vs DOCN
+54.1%
-115.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.4% | -0.9% |
| 7D | -2.0% | +1.1% | -3.1% | -2.1% |
| 30D | +1.9% | -9.6% | +11.5% | +2.6% |
| 3M | -4.0% | -37.7% | +33.7% | 0.0% |
| 6M | -39.1% | +115.2% | -154.3% | -46.8% |
| YTD | -38.8% | +133.7% | -172.5% | -47.5% |
| 1Y | -49.6% | +250.2% | -299.7% | -59.5% |
| 3Y | -59.0% | +320.3% | -379.3% | -69.7% |
| All | -61.4% | +54.1% | -115.5% | -69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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