+1,279.8%
DLTR vs ZBH
+272.6%
+1,007.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.9% | -1.7% | -4.6% |
| 7D | -5.8% | -5.2% | -0.6% | -4.5% |
| 30D | -5.2% | -2.4% | -2.8% | -4.6% |
| 3M | +15.2% | +8.3% | +6.9% | +12.8% |
| 6M | +7.1% | +0.7% | +6.5% | +6.5% |
| YTD | +0.8% | +5.3% | -4.5% | -1.1% |
| 1Y | +24.8% | -9.1% | +33.9% | +26.5% |
| 3Y | +6.9% | -19.7% | +26.6% | +10.7% |
| 5Y | +33.2% | -31.3% | +64.5% | +42.0% |
| 10Y | +51.6% | -18.9% | +70.5% | +47.6% |
| All | +1,279.8% | +272.6% | +1,007.2% | +632.1% |
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