+17.4%
ZBH vs DOC
+20.8%
-3.4%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.3% | -1.4% | -2.4% |
| 7D | -2.1% | 0.0% | -2.1% | -2.1% |
| 30D | +13.6% | +6.6% | +7.0% | +12.0% |
| 3M | +7.1% | -1.1% | +8.2% | +7.0% |
| 6M | +26.1% | +4.8% | +21.3% | +25.2% |
| YTD | +17.2% | +32.1% | -14.9% | +8.6% |
| 1Y | +17.4% | +21.9% | -4.5% | +14.6% |
| All | +17.4% | +20.8% | -3.4% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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