+202.9%
B vs ZBH
-18.5%
+221.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -2.1% |
| 7D | -1.6% | -2.8% | +1.2% | -1.3% |
| 30D | +9.4% | -0.1% | +9.5% | +9.4% |
| 3M | +5.0% | +13.4% | -8.4% | +3.2% |
| 6M | -3.5% | +3.0% | -6.5% | -3.8% |
| YTD | +4.5% | +9.7% | -5.2% | +3.5% |
| 1Y | +67.8% | -5.4% | +73.2% | +68.5% |
| All | +202.9% | -18.5% | +221.4% | +221.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling