+477.7%
ASX vs ZBH
-30.7%
+508.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.9% | +10.0% | +6.8% |
| 7D | +6.3% | -5.2% | +11.5% | +7.3% |
| 30D | +6.4% | -2.4% | +8.8% | +6.7% |
| 3M | +13.1% | +8.3% | +4.9% | +10.1% |
| 6M | +90.3% | +0.7% | +89.6% | +88.2% |
| YTD | +149.6% | +5.3% | +144.3% | +143.5% |
| 1Y | +249.2% | -9.1% | +258.2% | +252.2% |
| 3Y | +445.9% | -19.7% | +465.6% | +468.2% |
| 5Y | +477.7% | -31.3% | +509.0% | +485.1% |
| All | +477.7% | -30.7% | +508.5% | +485.1% |
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