+162.4%
ALL vs ZBH
-16.1%
+178.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.6% | +0.7% |
| 7D | +5.0% | -2.3% | +7.3% | +5.6% |
| 30D | +13.3% | +12.5% | +0.9% | +9.7% |
| 3M | +3.2% | +3.9% | -0.8% | +1.8% |
| 6M | +25.3% | +25.4% | -0.1% | +17.9% |
| YTD | +30.5% | +15.7% | +14.8% | +24.5% |
| 1Y | +29.2% | +15.2% | +14.0% | +23.4% |
| 3Y | +119.1% | +0.3% | +118.8% | +111.8% |
| All | +162.4% | -16.1% | +178.5% | +165.6% |
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