+40.9%
DHR vs ZETA
+127.5%
-86.6%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.0% | +0.4% |
| 7D | +1.2% | +18.1% | -16.9% | +0.5% |
| 30D | +3.7% | +13.6% | -9.9% | +3.1% |
| 3M | +14.5% | +23.7% | -9.2% | +13.9% |
| 6M | +40.9% | +128.5% | -87.6% | +41.1% |
| All | +40.9% | +127.5% | -86.6% | +41.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling