+142.2%
BP vs ZBH
+17.7%
+124.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.3% |
| 7D | +3.8% | -2.3% | +6.1% | +4.5% |
| 30D | -5.3% | +12.5% | -17.8% | -9.7% |
| 3M | +9.3% | +3.9% | +5.3% | +6.7% |
| 6M | +7.2% | +25.4% | -18.2% | -2.7% |
| YTD | +38.0% | +15.7% | +22.3% | +27.7% |
| 1Y | +33.2% | +15.2% | +18.0% | +23.3% |
| 3Y | +50.3% | +0.3% | +50.0% | +41.4% |
| 5Y | +114.1% | -16.1% | +130.1% | +112.6% |
| All | +142.2% | +17.7% | +124.5% | +111.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling