+3.2%
AVTR vs ZBH
-8.3%
+11.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.6% | -1.0% |
| 7D | +2.7% | -2.8% | +5.5% | +4.1% |
| 30D | +12.1% | -0.1% | +12.1% | +12.0% |
| 3M | +57.2% | +13.4% | +43.8% | +47.1% |
| 6M | +73.1% | +3.0% | +70.1% | +68.8% |
| YTD | +30.6% | +9.7% | +21.0% | +22.6% |
| 1Y | +13.5% | -5.4% | +18.9% | +14.1% |
| 3Y | -31.0% | -15.6% | -15.4% | -27.8% |
| 5Y | -63.2% | -28.1% | -35.1% | -59.1% |
| All | +3.2% | -8.3% | +11.5% | +3.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling