-8.5%
DASH vs ZBH
+24.0%
-32.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.0% | +0.2% |
| 7D | +0.4% | +11.7% | -11.3% | -2.5% |
| 30D | -6.0% | +19.3% | -25.4% | -9.8% |
| 3M | -15.8% | +8.9% | -24.7% | -17.7% |
| 6M | +7.0% | +28.2% | -21.2% | +2.7% |
| YTD | -20.7% | +18.4% | -39.0% | -22.1% |
| 1Y | -8.5% | +20.6% | -29.1% | -9.8% |
| All | -8.5% | +24.0% | -32.5% | -9.8% |
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