+173.8%
DAL vs ZBH
+0.1%
+173.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.3% | +2.5% |
| 7D | +8.8% | +11.7% | -2.9% | +5.7% |
| 30D | +5.4% | +19.3% | -13.9% | +0.7% |
| 3M | -4.9% | +8.9% | -13.9% | -7.2% |
| 6M | +19.8% | +28.2% | -8.3% | +11.8% |
| YTD | +27.0% | +18.4% | +8.6% | +20.7% |
| 1Y | +52.5% | +20.6% | +31.9% | +44.3% |
| 3Y | +173.8% | -0.6% | +174.5% | +166.3% |
| All | +173.8% | +0.1% | +173.7% | +166.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling