+208.8%
C vs ZBH
+17.3%
+191.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.2% | +0.7% |
| 7D | -0.4% | +10.6% | -10.9% | -5.6% |
| 30D | -5.2% | +20.4% | -25.6% | -14.0% |
| 3M | -9.1% | +10.0% | -19.1% | -14.1% |
| 6M | -1.6% | +31.0% | -32.6% | -15.8% |
| YTD | +6.9% | +20.3% | -13.4% | -5.3% |
| 1Y | +23.0% | +22.2% | +0.7% | +7.8% |
| 3Y | +216.1% | +4.7% | +211.4% | +187.4% |
| 5Y | +112.2% | -13.7% | +125.9% | +111.1% |
| 10Y | +208.8% | +19.3% | +189.5% | +162.2% |
| All | +208.8% | +17.3% | +191.5% | +162.2% |
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