+115.3%
ADI vs ZBH
-19.7%
+135.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.4% |
| 7D | +2.6% | -4.9% | +7.5% | +3.7% |
| 30D | -4.6% | -3.2% | -1.4% | -4.1% |
| 3M | -9.5% | +5.8% | -15.3% | -11.3% |
| 6M | +14.8% | +2.0% | +12.9% | +13.5% |
| YTD | +35.8% | +5.8% | +30.0% | +32.7% |
| 1Y | +48.9% | -7.9% | +56.9% | +50.3% |
| All | +115.3% | -19.7% | +135.1% | +131.9% |
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 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