+992.0%
ASX vs ZBH
-18.0%
+1,009.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.4% | +3.1% | +3.4% |
| 7D | +11.1% | -4.9% | +16.0% | +12.7% |
| 30D | +9.6% | -3.2% | +12.8% | +10.4% |
| 3M | +18.6% | +5.8% | +12.8% | +15.1% |
| 6M | +92.1% | +2.0% | +90.2% | +87.8% |
| YTD | +158.5% | +5.8% | +152.7% | +148.9% |
| 1Y | +271.9% | -7.9% | +279.8% | +271.7% |
| 3Y | +465.2% | -19.4% | +484.6% | +481.8% |
| 5Y | +479.4% | -29.5% | +508.9% | +518.0% |
| 10Y | +992.0% | -15.5% | +1,007.5% | +873.7% |
| All | +992.0% | -18.0% | +1,009.9% | +873.7% |
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