+1,709.5%
BE vs ZBH
-0.3%
+1,709.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.3% | -3.6% | -4.9% |
| 7D | +10.8% | -2.3% | +13.1% | +10.8% |
| 30D | -19.8% | +12.5% | -32.2% | -19.3% |
| 3M | -18.7% | +3.9% | -22.7% | -18.1% |
| 6M | -33.7% | +25.4% | -59.2% | -35.6% |
| YTD | +121.0% | +15.7% | +105.3% | +120.5% |
| 1Y | +85.4% | +15.2% | +70.2% | +85.5% |
| 3Y | +1,709.5% | +0.3% | +1,709.2% | +1,355.8% |
| All | +1,709.5% | -0.3% | +1,709.9% | +1,355.8% |
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