+96.9%
AU vs ZBH
-5.6%
+102.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.5% | -2.2% |
| 7D | -3.6% | -2.8% | -0.8% | -3.4% |
| 30D | +23.9% | -0.1% | +24.0% | +23.8% |
| 3M | +19.1% | +13.4% | +5.7% | +17.3% |
| 6M | -0.2% | +3.0% | -3.1% | -0.3% |
| YTD | +32.5% | +9.7% | +22.8% | +33.7% |
| 1Y | +96.9% | -5.4% | +102.3% | +100.2% |
| All | +96.9% | -5.6% | +102.6% | +100.2% |
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