+36.3%
BABA vs ZBH
+0.1%
+36.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.5% |
| 7D | +11.6% | +11.7% | -0.1% | +9.7% |
| 30D | +2.3% | +19.3% | -17.0% | -0.4% |
| 3M | -13.7% | +8.9% | -22.6% | -15.0% |
| 6M | -21.9% | +28.2% | -50.1% | -25.0% |
| YTD | -24.6% | +18.4% | -43.0% | -26.8% |
| 1Y | -34.1% | +20.6% | -54.7% | -36.3% |
| 3Y | +36.3% | -0.6% | +36.9% | +35.8% |
| All | +36.3% | +0.1% | +36.1% | +35.8% |
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