+1,979.1%
DHI vs ZBH
+269.7%
+1,709.4%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.1% |
| 7D | -3.4% | -4.7% | +1.3% | -0.9% |
| 30D | -5.4% | -4.5% | -0.9% | -3.1% |
| 3M | -10.4% | +7.6% | -18.0% | -14.1% |
| 6M | -2.8% | +0.3% | -3.0% | -4.0% |
| YTD | -3.4% | +4.5% | -7.9% | -7.1% |
| 1Y | -22.9% | -9.4% | -13.5% | -20.7% |
| 3Y | +20.7% | -21.5% | +42.2% | +31.4% |
| 5Y | +62.1% | -28.4% | +90.5% | +81.9% |
| 10Y | +410.4% | -16.5% | +427.0% | +381.5% |
| All | +1,979.1% | +269.7% | +1,709.4% | +877.9% |
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 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