+404.6%
DHI vs ZBH
-16.2%
+420.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.2% |
| 7D | -3.4% | -4.7% | +1.3% | -1.3% |
| 30D | -5.4% | -4.5% | -0.9% | -3.4% |
| 3M | -10.4% | +7.6% | -18.0% | -13.6% |
| 6M | -2.8% | +0.3% | -3.0% | -3.7% |
| YTD | -3.4% | +4.5% | -7.9% | -6.4% |
| 1Y | -22.9% | -9.4% | -13.5% | -20.9% |
| 3Y | +20.7% | -21.5% | +42.2% | +30.4% |
| 5Y | +62.1% | -28.4% | +90.5% | +79.1% |
| All | +404.6% | -16.2% | +420.8% | +361.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling