+146.5%
ASX vs ZBH
+11.3%
+135.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +13.5% | -17.4% | -0.3% |
| 7D | -14.6% | +14.3% | -28.9% | -11.3% |
| 30D | -21.1% | +20.3% | -41.4% | -16.8% |
| 3M | -3.1% | +15.3% | -18.3% | +1.2% |
| 6M | +17.4% | +33.9% | -16.6% | +24.0% |
| YTD | +135.3% | +23.5% | +111.8% | +152.0% |
| 1Y | +146.5% | +7.9% | +138.6% | +159.5% |
| All | +146.5% | +11.3% | +135.2% | +159.5% |
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