+219.8%
C vs ZBH
+5.8%
+214.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.1% | +2.0% |
| 7D | -0.9% | +11.3% | -12.2% | -2.9% |
| 30D | -5.4% | +21.5% | -26.9% | -8.9% |
| 3M | -9.2% | +12.5% | -21.7% | -11.3% |
| 6M | -1.8% | +32.3% | -34.1% | -7.5% |
| YTD | +6.7% | +21.4% | -14.8% | +2.1% |
| 1Y | +23.5% | +23.7% | -0.2% | +17.7% |
| 3Y | +219.8% | +7.0% | +212.7% | +192.4% |
| All | +219.8% | +5.8% | +214.0% | +192.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling