+164.6%
DOCN vs ZBH
-32.7%
+197.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.9% | +3.7% | +3.0% |
| 7D | +1.1% | -2.8% | +3.9% | +1.8% |
| 30D | -9.6% | -0.1% | -9.5% | -9.8% |
| 3M | -37.7% | +13.4% | -51.1% | -40.7% |
| 6M | +115.2% | +3.0% | +112.2% | +110.8% |
| YTD | +133.7% | +9.7% | +124.1% | +123.5% |
| 1Y | +250.2% | -5.4% | +255.6% | +247.8% |
| 3Y | +320.3% | -15.6% | +335.9% | +329.9% |
| 5Y | +53.1% | -28.1% | +81.2% | +44.4% |
| All | +164.6% | -32.7% | +197.3% | +152.7% |
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