-8.2%
DHR vs ZBRA
+35.9%
-44.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -0.6% |
| 7D | -3.6% | -3.4% | -0.2% | -2.9% |
| 30D | -2.7% | -7.4% | +4.7% | -1.2% |
| 3M | +10.9% | +57.5% | -46.6% | -1.4% |
| 6M | +3.0% | +64.0% | -60.9% | -10.2% |
| YTD | -12.2% | +44.3% | -56.5% | -21.4% |
| 1Y | +3.3% | +10.9% | -7.6% | -0.7% |
| 3Y | -8.2% | +37.5% | -45.7% | -22.7% |
| All | -8.2% | +35.9% | -44.1% | -22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 3y: compounded portfolio wealth divided by compounded ZBRA 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…
3y analysis · Full analysis span regression · 6 months rolling