+86.5%
ATI vs ZBH
+11.3%
+75.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +13.5% | -14.2% | -0.6% |
| 7D | +8.3% | +14.3% | -5.9% | +8.4% |
| 30D | -7.3% | +20.3% | -27.5% | -7.2% |
| 3M | -10.5% | +15.3% | -25.8% | -10.4% |
| 6M | +16.4% | +33.9% | -17.6% | +14.2% |
| YTD | +56.1% | +23.5% | +32.6% | +56.2% |
| 1Y | +86.5% | +7.9% | +78.6% | +88.2% |
| All | +86.5% | +11.3% | +75.2% | +88.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling