+5.1%
ZTS vs DOCU
+107.7%
-102.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -2.0% | -6.0% | -7.7% |
| 7D | +4.9% | -3.2% | +8.1% | +5.4% |
| 30D | +15.9% | +15.7% | +0.2% | +13.4% |
| 3M | +11.1% | +37.3% | -26.2% | +5.7% |
| 6M | -26.0% | +63.1% | -89.2% | -31.8% |
| YTD | -33.3% | +15.4% | -48.6% | -35.6% |
| 1Y | -30.3% | +11.3% | -41.6% | -32.5% |
| 3Y | -47.0% | +92.1% | -139.1% | -54.7% |
| 5Y | -59.7% | -70.5% | +10.8% | -58.0% |
| All | +5.1% | +107.7% | -102.6% | -23.4% |
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