+32.3%
DLR vs ZBH
-16.1%
+48.5%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.6% |
| 7D | +3.3% | -2.3% | +5.6% | +3.8% |
| 30D | +4.6% | +12.5% | -7.9% | +1.7% |
| 3M | -8.3% | +3.9% | -12.2% | -9.4% |
| 6M | -5.6% | +25.4% | -31.1% | -11.1% |
| YTD | +18.7% | +15.7% | +3.0% | +13.5% |
| 1Y | +17.1% | +15.2% | +1.9% | +12.0% |
| 3Y | +54.4% | +0.3% | +54.0% | +49.0% |
| All | +32.3% | -16.1% | +48.5% | +32.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling