+86.8%
ACN vs ZBH
-17.1%
+103.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.3% | +3.5% | +2.1% |
| 7D | -7.9% | -6.6% | -1.3% | -5.5% |
| 30D | -1.1% | -4.9% | +3.9% | +0.8% |
| 3M | +5.6% | +5.1% | +0.5% | +3.6% |
| 6M | -9.9% | +1.3% | -11.3% | -10.9% |
| YTD | -32.3% | +3.4% | -35.7% | -33.7% |
| 1Y | -25.3% | -8.7% | -16.6% | -24.1% |
| 3Y | -42.3% | -21.2% | -21.1% | -39.1% |
| 5Y | -43.5% | -29.2% | -14.3% | -38.7% |
| All | +86.8% | -17.1% | +103.9% | +76.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling