+355.1%
AEM vs ZBH
-16.2%
+371.3%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.7% | +1.7% |
| 7D | -2.1% | -4.7% | +2.5% | -1.4% |
| 30D | +8.4% | -4.5% | +12.9% | +9.2% |
| 3M | +27.3% | +7.6% | +19.7% | +25.6% |
| 6M | -9.7% | +0.3% | -9.9% | -9.9% |
| YTD | +19.0% | +4.5% | +14.4% | +17.9% |
| 1Y | +31.5% | -9.4% | +40.9% | +32.5% |
| 3Y | +338.7% | -21.5% | +360.2% | +349.6% |
| 5Y | +307.4% | -28.4% | +335.8% | +319.0% |
| All | +355.1% | -16.2% | +371.3% | +298.1% |
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 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