+130.9%
DHR vs ZS
+498.3%
-367.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.3% |
| 7D | -3.6% | -3.1% | -0.5% | -3.2% |
| 30D | -2.7% | -7.2% | +4.5% | -1.9% |
| 3M | +10.9% | +30.5% | -19.5% | +6.3% |
| 6M | +3.0% | +7.0% | -3.9% | -0.4% |
| YTD | -12.2% | -26.8% | +14.6% | -10.5% |
| 1Y | +3.3% | -42.6% | +45.9% | +8.9% |
| 3Y | -8.2% | -0.3% | -7.9% | -13.1% |
| 5Y | -29.9% | -39.2% | +9.3% | -32.6% |
| All | +130.9% | +498.3% | -367.5% | +67.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 10y: compounded portfolio wealth divided by compounded ZS 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…
10y analysis · Full analysis span regression · 6 months rolling