+126.4%
DAL vs ZBH
-18.8%
+145.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.9% | +2.4% | +0.7% |
| 7D | +3.4% | -5.2% | +8.6% | +6.5% |
| 30D | -13.6% | -2.4% | -11.1% | -12.5% |
| 3M | +1.2% | +8.3% | -7.0% | -4.0% |
| 6M | +34.5% | +0.7% | +33.8% | +31.8% |
| YTD | +14.7% | +5.3% | +9.3% | +9.1% |
| 1Y | +29.2% | -9.1% | +38.3% | +31.6% |
| 3Y | +100.0% | -19.7% | +119.7% | +113.4% |
| 5Y | +106.3% | -31.3% | +137.6% | +139.6% |
| 10Y | +126.4% | -18.9% | +145.3% | +128.2% |
| All | +126.4% | -18.8% | +145.2% | +128.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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