+949.2%
ATI vs ZBH
-16.1%
+965.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.3% | -2.4% | -3.4% |
| 7D | +4.2% | -2.3% | +6.4% | +4.7% |
| 30D | -2.5% | +12.5% | -15.0% | -5.4% |
| 3M | -19.4% | +3.9% | -23.4% | -20.4% |
| 6M | +11.1% | +25.4% | -14.4% | +3.4% |
| YTD | +59.5% | +15.7% | +43.8% | +51.7% |
| 1Y | +85.8% | +15.2% | +70.6% | +76.8% |
| 3Y | +311.9% | +0.3% | +311.6% | +293.6% |
| All | +949.2% | -16.1% | +965.3% | +987.6% |
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