+1.9%
DLTR vs ZBH
-20.7%
+22.6%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.7% |
| 7D | -10.1% | -4.7% | -5.4% | -9.0% |
| 30D | -8.1% | -4.5% | -3.6% | -7.0% |
| 3M | +2.9% | +7.6% | -4.7% | +1.2% |
| 6M | +4.3% | +0.3% | +4.1% | +3.9% |
| YTD | -3.9% | +4.5% | -8.5% | -5.4% |
| 1Y | +18.9% | -9.4% | +28.3% | +20.2% |
| 3Y | +1.9% | -21.5% | +23.4% | +4.0% |
| All | +1.9% | -20.7% | +22.6% | +4.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling