+67.3%
AG vs ZBH
-31.2%
+98.5%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.3% | -2.6% | -4.0% |
| 7D | -5.8% | -6.6% | +0.8% | -3.4% |
| 30D | +6.4% | -4.9% | +11.3% | +8.2% |
| 3M | +28.4% | +5.1% | +23.2% | +25.0% |
| 6M | -24.5% | +1.3% | -25.8% | -25.6% |
| YTD | +21.2% | +3.4% | +17.8% | +18.4% |
| 1Y | +114.1% | -8.7% | +122.8% | +118.8% |
| 3Y | +268.0% | -21.2% | +289.3% | +298.9% |
| 5Y | +67.3% | -29.2% | +96.5% | +82.6% |
| All | +67.3% | -31.2% | +98.5% | +82.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling