+24.6%
DECK vs ZBH
-19.6%
+44.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.7% |
| 7D | +5.8% | +11.7% | -6.0% | +1.1% |
| 30D | +7.9% | +19.3% | -11.4% | +0.5% |
| 3M | -11.4% | +8.9% | -20.3% | -14.6% |
| 6M | -16.6% | +28.2% | -44.7% | -24.5% |
| YTD | -16.4% | +18.4% | -34.7% | -22.5% |
| 1Y | +8.6% | +20.6% | -11.9% | -0.1% |
| 3Y | -15.1% | -0.6% | -14.5% | -19.0% |
| All | +24.6% | -19.6% | +44.2% | +27.7% |
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 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