+294.7%
C vs ZBH
-18.0%
+312.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.6% |
| 7D | +2.6% | -4.9% | +7.5% | +5.1% |
| 30D | +1.9% | -3.2% | +5.1% | +3.4% |
| 3M | +2.8% | +5.8% | -3.0% | -0.9% |
| 6M | +30.6% | +2.0% | +28.6% | +27.2% |
| YTD | +19.9% | +5.8% | +14.1% | +14.3% |
| 1Y | +44.6% | -7.9% | +52.5% | +46.2% |
| 3Y | +272.1% | -19.4% | +291.5% | +292.6% |
| 5Y | +132.0% | -29.5% | +161.5% | +157.8% |
| 10Y | +294.7% | -15.5% | +310.2% | +261.8% |
| All | +294.7% | -18.0% | +312.6% | +261.8% |
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