-30.3%
ZTS vs DOCS
-49.5%
+19.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -4.3% | -3.7% | -7.8% |
| 7D | +4.9% | -1.3% | +6.2% | +5.0% |
| 30D | +15.9% | +19.4% | -3.5% | +15.6% |
| 3M | +11.1% | +53.4% | -42.3% | +11.4% |
| 6M | -26.0% | +28.8% | -54.8% | -25.2% |
| YTD | -33.3% | -25.1% | -8.2% | -28.4% |
| 1Y | -30.3% | -48.1% | +17.8% | -20.3% |
| All | -30.3% | -49.5% | +19.2% | -20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 1y: compounded portfolio wealth divided by compounded DOCS 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…
1y analysis · Full analysis span regression · 6 months rolling