+11.7%
DASH vs ZBH
-28.0%
+39.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.9% | -3.8% | -4.3% |
| 7D | -10.6% | -2.8% | -7.7% | -9.5% |
| 30D | +2.2% | -0.1% | +2.2% | +2.2% |
| 3M | +32.3% | +13.4% | +18.8% | +25.3% |
| 6M | +19.1% | +3.0% | +16.1% | +16.8% |
| YTD | -6.5% | +9.7% | -16.2% | -11.0% |
| 1Y | -14.9% | -5.4% | -9.5% | -14.6% |
| 3Y | +151.9% | -15.6% | +167.5% | +160.1% |
| 5Y | +9.4% | -28.1% | +37.6% | +14.8% |
| All | +11.7% | -28.0% | +39.7% | +24.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling