-15.9%
ACN vs ZBH
-0.3%
-15.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.5% |
| 7D | -3.8% | -2.3% | -1.6% | -3.4% |
| 30D | +16.5% | +12.5% | +4.1% | +13.5% |
| 3M | +41.5% | +3.9% | +37.5% | +39.9% |
| 6M | +60.1% | +25.4% | +34.6% | +53.5% |
| YTD | -3.9% | +15.7% | -19.7% | -7.1% |
| 1Y | +4.1% | +15.2% | -11.1% | +0.7% |
| 3Y | -15.9% | +0.3% | -16.2% | -20.0% |
| All | -15.9% | -0.3% | -15.5% | -20.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling