+7,785.3%
ASX vs ZBH
+287.8%
+7,497.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.5% |
| 7D | -0.7% | -2.8% | +2.1% | +0.3% |
| 30D | +2.0% | -0.1% | +2.1% | +1.8% |
| 3M | -1.3% | +13.4% | -14.8% | -6.7% |
| 6M | +71.4% | +3.0% | +68.5% | +66.7% |
| YTD | +135.3% | +9.7% | +125.7% | +123.3% |
| 1Y | +267.5% | -5.4% | +272.9% | +263.4% |
| 3Y | +388.5% | -15.6% | +404.1% | +392.7% |
| 5Y | +417.1% | -28.1% | +445.2% | +447.1% |
| 10Y | +872.7% | -15.2% | +888.0% | +816.0% |
| All | +7,785.3% | +287.8% | +7,497.5% | +4,391.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling