+1,008.4%
ASX vs ZBH
+19.2%
+989.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.7% | -1.3% | -3.3% |
| 7D | +22.1% | -2.1% | +24.2% | +22.9% |
| 30D | -23.8% | +13.6% | -37.3% | -26.8% |
| 3M | -7.6% | +7.1% | -14.7% | -10.1% |
| 6M | +6.9% | +26.1% | -19.2% | -2.6% |
| YTD | +127.7% | +17.2% | +110.5% | +111.5% |
| 1Y | +144.5% | +17.4% | +127.1% | +126.7% |
| 3Y | +377.8% | +2.0% | +375.8% | +350.0% |
| 5Y | +498.2% | -15.0% | +513.2% | +499.4% |
| All | +1,008.4% | +19.2% | +989.1% | +793.3% |
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