-37.4%
DOCS vs ZBH
+24.5%
-61.9%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.5% | +0.4% |
| 7D | 0.0% | +11.3% | -11.3% | -2.9% |
| 30D | +7.8% | +21.5% | -13.8% | +2.6% |
| 3M | +20.0% | +12.5% | +7.5% | +15.9% |
| 6M | +26.5% | +32.3% | -5.8% | +18.4% |
| YTD | -25.8% | +21.4% | -47.2% | -31.2% |
| All | -37.4% | +24.5% | -61.9% | -42.7% |
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 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