-59.7%
ZTS vs DOCS
-54.0%
-5.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -4.3% | -3.7% | -7.6% |
| 7D | +4.9% | -1.3% | +6.2% | +5.1% |
| 30D | +15.9% | +19.4% | -3.5% | +14.1% |
| 3M | +11.1% | +53.4% | -42.3% | +6.4% |
| 6M | -26.0% | +28.8% | -54.8% | -28.3% |
| YTD | -33.3% | -25.1% | -8.2% | -32.0% |
| 1Y | -30.3% | -48.1% | +17.8% | -26.4% |
| 3Y | -47.0% | +51.4% | -98.4% | -53.3% |
| 5Y | -59.7% | -51.1% | -8.6% | -62.3% |
| All | -59.7% | -54.0% | -5.7% | -62.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling