+7.3%
ZTS vs DOCU
+112.5%
-105.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.3% | +0.9% |
| 7D | +5.6% | +4.1% | +1.5% | +4.9% |
| 30D | +12.1% | +7.4% | +4.7% | +10.9% |
| 3M | +11.3% | +26.0% | -14.7% | +7.3% |
| 6M | +14.3% | +79.2% | -64.9% | +4.0% |
| YTD | -31.9% | +18.1% | -49.9% | -34.5% |
| 1Y | -29.3% | +20.5% | -49.8% | -32.3% |
| 3Y | -48.0% | +96.4% | -144.4% | -55.7% |
| 5Y | -58.9% | -69.5% | +10.6% | -57.3% |
| All | +7.3% | +112.5% | -105.3% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 10y: compounded portfolio wealth divided by compounded DOCU 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…
10y analysis · Full analysis span regression · 6 months rolling