-47.3%
ZTS vs DOCS
+50.6%
-98.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +15.2% |
| 3M | +11.1% | +53.4% | -42.3% | +9.5% |
| 6M | -26.0% | +28.8% | -54.8% | -26.7% |
| YTD | -33.3% | -25.1% | -8.2% | -32.3% |
| 1Y | -30.3% | -48.1% | +17.8% | -28.2% |
| All | -47.3% | +50.6% | -98.0% | -48.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling