+153.0%
DASH vs ZBH
-15.7%
+168.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.9% | -3.8% | -4.5% |
| 7D | -10.6% | -2.8% | -7.7% | -10.2% |
| 30D | +2.2% | -0.1% | +2.2% | +2.2% |
| 3M | +32.3% | +13.4% | +18.8% | +30.2% |
| 6M | +19.1% | +3.0% | +16.1% | +18.2% |
| YTD | -6.5% | +9.7% | -16.2% | -7.8% |
| 1Y | -14.9% | -5.4% | -9.5% | -14.5% |
| All | +153.0% | -15.7% | +168.7% | +140.7% |
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