+415.3%
ASX vs ZBH
-19.6%
+434.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.2% | +7.6% | +6.6% |
| 7D | -19.9% | +11.7% | -31.6% | -21.3% |
| 30D | -30.9% | +19.3% | -50.2% | -32.9% |
| 3M | -15.1% | +8.9% | -24.0% | -16.5% |
| 6M | -6.5% | +28.2% | -34.6% | -12.4% |
| YTD | +98.4% | +18.4% | +80.1% | +89.5% |
| 1Y | +107.9% | +20.6% | +87.3% | +97.2% |
| 3Y | +325.3% | -0.6% | +325.9% | +314.7% |
| All | +415.3% | -19.6% | +434.9% | +429.5% |
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 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