+26.1%
DECK vs ZBH
-27.9%
+54.0%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.4% | +1.9% |
| 7D | -2.2% | -2.8% | +0.6% | -1.1% |
| 30D | -13.6% | -0.1% | -13.5% | -13.5% |
| 3M | -21.2% | +13.4% | -34.7% | -24.9% |
| 6M | -21.1% | +3.0% | -24.1% | -22.4% |
| YTD | -17.2% | +9.7% | -26.9% | -20.5% |
| 1Y | -30.7% | -5.4% | -25.3% | -30.3% |
| 3Y | -3.4% | -15.6% | +12.2% | +0.1% |
| All | +26.1% | -27.9% | +54.0% | +33.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling