+3,455.1%
DLR vs ZBH
+59.1%
+3,396.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.5% |
| 7D | +3.3% | -2.3% | +5.6% | +4.1% |
| 30D | +4.6% | +12.5% | -7.9% | +0.3% |
| 3M | -8.3% | +3.9% | -12.2% | -10.1% |
| 6M | -5.6% | +25.4% | -31.1% | -13.4% |
| YTD | +18.7% | +15.7% | +3.0% | +11.1% |
| 1Y | +17.1% | +15.2% | +1.9% | +9.7% |
| 3Y | +54.4% | +0.3% | +54.0% | +47.3% |
| 5Y | +36.5% | -16.1% | +52.5% | +36.9% |
| 10Y | +187.7% | +17.8% | +169.9% | +134.2% |
| All | +3,455.1% | +59.1% | +3,396.0% | +1,987.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling