+21.0%
DHR vs ZETA
+348.6%
-327.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.0% | +0.5% |
| 7D | +1.2% | +18.1% | -16.9% | -0.1% |
| 30D | +3.7% | +13.6% | -9.9% | +2.6% |
| 3M | +14.5% | +23.7% | -9.2% | +12.4% |
| 6M | +40.9% | +128.5% | -87.6% | +31.1% |
| YTD | +2.4% | +80.1% | -77.7% | -3.4% |
| 1Y | +6.1% | +98.0% | -91.9% | -0.8% |
| 3Y | +21.0% | +348.6% | -327.6% | -7.0% |
| All | +21.0% | +348.6% | -327.6% | -7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 ZETA 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