+33.4%
AG vs ZBH
+11.3%
+22.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +13.5% | -4.3% | +4.8% |
| 7D | -2.6% | +14.3% | -16.9% | -6.6% |
| 30D | -12.1% | +20.3% | -32.4% | -17.0% |
| 3M | -6.6% | +15.3% | -21.9% | -10.9% |
| 6M | -20.5% | +33.9% | -54.4% | -29.5% |
| YTD | -7.4% | +23.5% | -30.9% | -13.1% |
| 1Y | +33.4% | +7.9% | +25.5% | +36.1% |
| All | +33.4% | +11.3% | +22.1% | +36.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling