+60.1%
DOCN vs ZBH
-27.9%
+88.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.9% | +3.7% | +3.0% |
| 7D | +1.1% | -2.8% | +3.9% | +1.9% |
| 30D | -9.6% | -0.1% | -9.5% | -9.8% |
| 3M | -37.7% | +13.4% | -51.1% | -41.0% |
| 6M | +115.2% | +3.0% | +112.2% | +110.3% |
| YTD | +133.7% | +9.7% | +124.1% | +122.4% |
| 1Y | +250.2% | -5.4% | +255.6% | +247.4% |
| 3Y | +320.3% | -15.6% | +335.9% | +330.1% |
| All | +60.1% | -27.9% | +88.0% | +47.4% |
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