+305.7%
ZBH vs DAR
+7,365.3%
-7,059.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -1.4% |
| 7D | -2.3% | +11.6% | -13.8% | -3.5% |
| 30D | +12.5% | -10.2% | +22.7% | +13.7% |
| 3M | +3.9% | -14.8% | +18.8% | +5.6% |
| 6M | +25.4% | -10.1% | +35.5% | +26.3% |
| YTD | +15.7% | +55.5% | -39.8% | +8.9% |
| 1Y | +15.2% | +61.7% | -46.5% | +7.8% |
| 3Y | +0.3% | +37.2% | -36.8% | -5.9% |
| 5Y | -16.1% | -26.9% | +10.9% | -16.4% |
| 10Y | +17.8% | +314.4% | -296.6% | -3.7% |
| All | +305.7% | +7,365.3% | -7,059.7% | +243.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling