+661.1%
BX vs ZBH
-16.2%
+677.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.1% | +1.3% | +1.9% |
| 7D | -5.6% | -4.7% | -0.9% | -3.5% |
| 30D | -12.2% | -4.5% | -7.7% | -10.4% |
| 3M | +7.4% | +7.6% | -0.2% | +3.2% |
| 6M | +22.2% | +0.3% | +21.9% | +20.6% |
| YTD | -14.0% | +4.5% | -18.5% | -17.0% |
| 1Y | -27.3% | -9.4% | -17.9% | -25.7% |
| 3Y | +24.5% | -21.5% | +46.0% | +33.8% |
| 5Y | +18.9% | -28.4% | +47.3% | +32.1% |
| All | +661.1% | -16.2% | +677.2% | +634.0% |
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 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