-28.0%
DHR vs ZBH
-28.6%
+0.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.6% |
| 7D | -3.6% | -4.7% | +1.0% | -2.0% |
| 30D | -2.7% | -4.5% | +1.7% | -1.2% |
| 3M | +10.9% | +7.6% | +3.4% | +7.8% |
| 6M | +3.0% | +0.3% | +2.8% | +2.3% |
| YTD | -12.2% | +4.5% | -16.7% | -14.3% |
| 1Y | +3.3% | -9.4% | +12.7% | +5.4% |
| 3Y | -8.2% | -21.5% | +13.3% | -2.5% |
| All | -28.0% | -28.6% | +0.6% | -26.2% |
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