+59.8%
DAL vs ZBH
+21.9%
+38.0%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | +2.3% | -2.4% | +4.8% | +3.1% |
| 30D | +14.3% | +16.6% | -2.3% | +9.4% |
| 3M | +1.3% | +10.8% | -9.5% | -1.8% |
| 6M | +29.3% | +35.8% | -6.5% | +17.2% |
| YTD | +33.0% | +20.5% | +12.5% | +25.2% |
| 1Y | +59.8% | +22.7% | +37.1% | +47.8% |
| All | +59.8% | +21.9% | +38.0% | +47.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling