+211.9%
B vs ZBH
-18.0%
+229.9%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +1.1% |
| 7D | +1.0% | -4.9% | +6.0% | +1.8% |
| 30D | +9.5% | -3.2% | +12.7% | +10.0% |
| 3M | +14.3% | +5.8% | +8.5% | +13.2% |
| 6M | -1.9% | +2.0% | -3.8% | -2.4% |
| YTD | +4.1% | +5.8% | -1.7% | +2.9% |
| 1Y | +56.1% | -7.9% | +64.1% | +56.9% |
| 3Y | +202.0% | -19.4% | +221.4% | +208.1% |
| 5Y | +158.8% | -29.5% | +188.3% | +166.2% |
| 10Y | +211.9% | -15.5% | +227.4% | +172.6% |
| All | +211.9% | -18.0% | +229.9% | +172.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling