+911.5%
BE vs ZBH
-5.5%
+916.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.9% | +8.2% | +8.0% |
| 7D | +20.0% | -2.8% | +22.8% | +22.6% |
| 30D | +7.9% | -0.1% | +8.0% | +7.5% |
| 3M | -13.2% | +13.4% | -26.6% | -25.5% |
| 6M | +53.5% | +3.0% | +50.5% | +40.6% |
| YTD | +191.0% | +9.7% | +181.4% | +149.1% |
| 1Y | +360.5% | -5.4% | +365.9% | +332.1% |
| 3Y | +1,568.0% | -15.6% | +1,583.6% | +1,565.9% |
| 5Y | +1,055.2% | -28.1% | +1,083.3% | +1,254.2% |
| All | +911.5% | -5.5% | +916.9% | +593.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling