-3.6%
ZTS vs DOCU
+80.0%
-83.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.7% | -4.3% | -1.2% |
| 7D | -2.0% | +6.9% | -8.9% | -3.0% |
| 30D | +1.9% | +19.0% | -17.1% | -0.9% |
| 3M | -4.0% | +34.3% | -38.3% | -8.6% |
| 6M | -39.1% | +48.0% | -87.1% | -43.2% |
| YTD | -38.8% | 0.0% | -38.8% | -39.6% |
| 1Y | -49.6% | -10.3% | -39.3% | -49.6% |
| 3Y | -59.0% | +32.4% | -91.4% | -62.8% |
| 5Y | -61.8% | -77.9% | +16.2% | -58.3% |
| All | -3.6% | +80.0% | -83.7% | -28.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling