-38.3%
DOCS vs ZBH
+23.3%
-61.6%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.4% | -1.1% |
| 7D | -0.6% | +10.6% | -11.1% | -3.3% |
| 30D | +6.3% | +20.4% | -14.1% | +1.5% |
| 3M | +26.5% | +10.0% | +16.4% | +22.9% |
| 6M | +24.8% | +31.0% | -6.3% | +17.1% |
| YTD | -26.8% | +20.3% | -47.1% | -32.0% |
| 1Y | -38.3% | +22.2% | -60.5% | -43.4% |
| All | -38.3% | +23.3% | -61.6% | -43.4% |
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 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