-47.3%
DOCS vs ZBH
+11.3%
-58.6%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +13.5% | -7.1% | +2.9% |
| 7D | +1.2% | +14.3% | -13.0% | -2.2% |
| 30D | +21.3% | +20.3% | +1.0% | +16.0% |
| 3M | +58.4% | +15.3% | +43.1% | +52.4% |
| 6M | +39.3% | +33.9% | +5.3% | +30.5% |
| YTD | -21.7% | +23.5% | -45.2% | -26.4% |
| 1Y | -47.3% | +7.9% | -55.2% | -49.0% |
| All | -47.3% | +11.3% | -58.6% | -49.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling