+256.9%
BNY vs ZBH
-28.6%
+285.6%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.3% |
| 7D | -1.3% | -4.7% | +3.3% | 0.0% |
| 30D | -0.2% | -4.5% | +4.3% | +1.1% |
| 3M | +14.9% | +7.6% | +7.4% | +11.7% |
| 6M | +40.0% | +0.3% | +39.7% | +38.6% |
| YTD | +42.0% | +4.5% | +37.4% | +38.3% |
| 1Y | +56.9% | -9.4% | +66.2% | +59.2% |
| 3Y | +289.9% | -21.5% | +311.3% | +313.8% |
| All | +256.9% | -28.6% | +285.6% | +277.0% |
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