+1,003.0%
BE vs ZBH
-9.9%
+1,012.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.1% | +5.5% | +5.8% |
| 7D | +9.0% | -4.7% | +13.7% | +12.9% |
| 30D | +16.3% | -4.5% | +20.8% | +19.6% |
| 3M | +10.8% | +7.6% | +3.2% | -1.1% |
| 6M | +73.2% | +0.3% | +72.9% | +61.5% |
| YTD | +217.4% | +4.5% | +212.8% | +181.3% |
| 1Y | +309.8% | -9.4% | +319.2% | +296.6% |
| 3Y | +1,726.2% | -21.5% | +1,747.6% | +1,846.3% |
| 5Y | +1,306.2% | -28.4% | +1,334.6% | +1,521.6% |
| All | +1,003.0% | -9.9% | +1,012.9% | +682.9% |
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