+1,278.2%
ADI vs ZBH
+272.6%
+1,005.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.9% | +4.2% | +1.8% |
| 7D | +2.4% | -5.2% | +7.7% | +4.5% |
| 30D | -6.6% | -2.4% | -4.2% | -5.9% |
| 3M | -9.8% | +8.3% | -18.1% | -13.5% |
| 6M | +15.7% | +0.7% | +15.0% | +13.5% |
| YTD | +35.1% | +5.3% | +29.8% | +30.0% |
| 1Y | +47.7% | -9.1% | +56.8% | +49.2% |
| 3Y | +114.5% | -19.7% | +134.2% | +124.2% |
| 5Y | +141.2% | -31.3% | +172.5% | +165.4% |
| 10Y | +611.3% | -18.9% | +630.3% | +601.1% |
| All | +1,278.2% | +272.6% | +1,005.6% | +723.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling