+3,621.1%
DHR vs ZBH
+272.6%
+3,348.5%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.9% | +2.8% | +0.2% |
| 7D | -0.8% | -5.2% | +4.4% | +1.0% |
| 30D | +0.2% | -2.4% | +2.6% | +1.0% |
| 3M | +12.1% | +8.3% | +3.8% | +8.8% |
| 6M | +5.4% | +0.7% | +4.8% | +4.6% |
| YTD | -10.0% | +5.3% | -15.3% | -12.3% |
| 1Y | +4.1% | -9.1% | +13.2% | +6.1% |
| 3Y | -5.2% | -19.7% | +14.5% | -0.4% |
| 5Y | -28.2% | -31.3% | +3.1% | -21.7% |
| 10Y | +208.4% | -18.9% | +227.3% | +200.3% |
| All | +3,621.1% | +272.6% | +3,348.5% | +2,061.6% |
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