+87.1%
DOCN vs ZBH
-26.2%
+113.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +1.7% |
| 7D | -12.1% | +10.6% | -22.7% | -13.8% |
| 30D | -41.0% | +20.4% | -61.4% | -43.3% |
| 3M | -38.7% | +10.0% | -48.7% | -40.2% |
| 6M | -51.5% | +31.0% | -82.5% | -55.7% |
| YTD | +65.3% | +20.3% | +44.9% | +54.6% |
| 1Y | +53.9% | +22.2% | +31.7% | +42.9% |
| 3Y | +215.6% | +4.7% | +210.8% | +191.9% |
| 5Y | -26.2% | -13.7% | -12.5% | -30.0% |
| All | +87.1% | -26.2% | +113.3% | +74.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling