-20.5%
ZBH vs DAR
+9.6%
-30.1%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -4.1% |
| 3M | +5.8% | +15.7% | -9.8% | +3.8% |
| 6M | +2.0% | +30.0% | -28.1% | -2.0% |
| YTD | +5.8% | +87.5% | -81.7% | -3.7% |
| 1Y | -7.9% | +113.4% | -121.3% | -18.0% |
| All | -20.5% | +9.6% | -30.1% | -18.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling