-35.6%
DOCN vs ZBH
-19.6%
-16.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.2% | +3.7% | +2.8% |
| 7D | -19.2% | +11.7% | -30.9% | -21.5% |
| 30D | -43.1% | +19.3% | -62.4% | -45.8% |
| 3M | -40.7% | +8.9% | -49.6% | -42.5% |
| 6M | -55.0% | +28.2% | -83.1% | -59.6% |
| YTD | +50.6% | +18.4% | +32.3% | +38.8% |
| 1Y | +54.0% | +20.6% | +33.4% | +40.3% |
| 3Y | +203.9% | -0.6% | +204.5% | +180.3% |
| All | -35.6% | -19.6% | -16.0% | -36.5% |
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