-16.4%
ZBH vs DAR
+383.2%
-399.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.3% |
| 7D | -4.9% | -0.2% | -4.8% | -4.9% |
| 30D | -3.2% | +7.4% | -10.7% | -5.1% |
| 3M | +5.8% | +15.7% | -9.8% | +1.4% |
| 6M | +2.0% | +30.0% | -28.1% | -5.6% |
| YTD | +5.8% | +87.5% | -81.7% | -11.0% |
| 1Y | -7.9% | +113.4% | -121.3% | -25.6% |
| 3Y | -19.4% | +15.3% | -34.7% | -25.8% |
| 5Y | -29.5% | -4.3% | -25.2% | -34.4% |
| All | -16.4% | +383.2% | -399.6% | -57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling