-35.2%
BROS vs ZBH
+16.6%
-51.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.3% | +7.8% | +6.8% |
| 7D | +6.3% | -2.3% | +8.6% | +7.0% |
| 30D | -8.3% | +12.5% | -20.8% | -9.8% |
| 3M | -29.8% | +3.9% | -33.7% | -29.8% |
| 6M | -25.8% | +25.4% | -51.3% | -28.1% |
| YTD | -41.4% | +15.7% | -57.1% | -42.3% |
| 1Y | -35.2% | +15.2% | -50.3% | -36.3% |
| All | -35.2% | +16.6% | -51.7% | -36.3% |
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