-64.8%
AVTR vs ZBH
-31.2%
-33.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.3% | +0.9% |
| 7D | -2.0% | -6.6% | +4.5% | +0.6% |
| 30D | +8.1% | -4.9% | +13.0% | +10.1% |
| 3M | +54.2% | +5.1% | +49.1% | +50.5% |
| 6M | +82.6% | +1.3% | +81.2% | +79.9% |
| YTD | +29.8% | +3.4% | +26.5% | +26.2% |
| 1Y | +18.0% | -8.7% | +26.7% | +20.2% |
| 3Y | -26.4% | -21.2% | -5.2% | -21.5% |
| 5Y | -64.8% | -29.2% | -35.6% | -63.9% |
| All | -64.8% | -31.2% | -33.7% | -63.9% |
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