+1,049.0%
ATI vs ZBH
-31.2%
+1,080.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.3% | -1.4% | -3.1% |
| 7D | -2.7% | -6.6% | +3.8% | -1.0% |
| 30D | -13.5% | -4.9% | -8.6% | -12.5% |
| 3M | +8.5% | +5.1% | +3.4% | +6.2% |
| 6M | +25.2% | +1.3% | +23.8% | +23.5% |
| YTD | +73.4% | +3.4% | +70.0% | +69.9% |
| 1Y | +160.5% | -8.7% | +169.2% | +162.6% |
| 3Y | +347.3% | -21.2% | +368.5% | +368.8% |
| 5Y | +1,049.0% | -29.2% | +1,078.2% | +1,106.7% |
| All | +1,049.0% | -31.2% | +1,080.1% | +1,106.7% |
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