-16.2%
BA vs ZBH
-0.3%
-15.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.2% |
| 7D | -1.1% | -2.3% | +1.2% | -0.7% |
| 30D | -7.1% | +12.5% | -19.6% | -9.1% |
| 3M | -25.5% | +3.9% | -29.5% | -26.2% |
| 6M | -28.7% | +25.4% | -54.2% | -31.7% |
| YTD | -21.0% | +15.7% | -36.7% | -23.4% |
| 1Y | -11.9% | +15.2% | -27.0% | -14.5% |
| 3Y | -16.2% | +0.3% | -16.5% | -17.2% |
| All | -16.2% | -0.3% | -15.8% | -17.2% |
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 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