+346.7%
ATI vs ZBH
-21.6%
+368.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.3% | -1.4% | -3.4% |
| 7D | -2.7% | -6.6% | +3.8% | -2.0% |
| 30D | -13.5% | -4.9% | -8.6% | -13.1% |
| 3M | +8.5% | +5.1% | +3.4% | +7.4% |
| 6M | +25.2% | +1.3% | +23.8% | +24.4% |
| YTD | +73.4% | +3.4% | +70.0% | +71.9% |
| 1Y | +160.5% | -8.7% | +169.2% | +161.4% |
| All | +346.7% | -21.6% | +368.3% | +356.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling