-59.7%
ZTS vs DOCN
-34.6%
-25.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -15.9% | +7.9% | -6.5% |
| 7D | +4.9% | -29.3% | +34.2% | +8.1% |
| 30D | +15.9% | -46.0% | +61.9% | +22.0% |
| 3M | +11.1% | -43.2% | +54.3% | +15.6% |
| 6M | -26.0% | -53.7% | +27.7% | -22.0% |
| YTD | -33.3% | +46.9% | -80.2% | -40.8% |
| 1Y | -30.3% | +54.3% | -84.6% | -38.8% |
| 3Y | -47.0% | +185.5% | -232.6% | -59.9% |
| 5Y | -59.7% | -31.1% | -28.6% | -66.1% |
| All | -59.7% | -34.6% | -25.1% | -66.1% |
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