+36.6%
BP vs ZBH
+11.3%
+25.2%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +13.5% | -17.6% | -2.8% |
| 7D | -8.4% | +14.3% | -22.7% | -7.0% |
| 30D | +2.2% | +20.3% | -18.1% | +4.1% |
| 3M | +8.8% | +15.3% | -6.5% | +10.5% |
| 6M | -0.5% | +33.9% | -34.5% | +1.6% |
| YTD | +36.2% | +23.5% | +12.7% | +38.7% |
| 1Y | +36.6% | +7.9% | +28.7% | +37.4% |
| All | +36.6% | +11.3% | +25.2% | +37.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling