+1,218.2%
BE vs ZBH
-31.2%
+1,249.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.3% | -1.7% | -3.1% |
| 7D | +9.7% | -6.6% | +16.3% | +12.7% |
| 30D | +22.4% | -4.9% | +27.3% | +24.5% |
| 3M | +10.4% | +5.1% | +5.2% | +4.4% |
| 6M | +67.9% | +1.3% | +66.5% | +61.3% |
| YTD | +197.5% | +3.4% | +194.1% | +180.7% |
| 1Y | +310.6% | -8.7% | +319.2% | +307.1% |
| 3Y | +1,657.2% | -21.2% | +1,678.5% | +1,818.7% |
| 5Y | +1,218.2% | -29.2% | +1,247.4% | +1,385.7% |
| All | +1,218.2% | -31.2% | +1,249.3% | +1,385.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling