+287.5%
CAH vs ZBH
-16.2%
+303.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.8% | -0.9% |
| 7D | -5.1% | -4.7% | -0.4% | -3.8% |
| 30D | +0.2% | -4.5% | +4.7% | +1.5% |
| 3M | +6.3% | +7.6% | -1.3% | +3.8% |
| 6M | +9.4% | +0.3% | +9.1% | +8.6% |
| YTD | +15.0% | +4.5% | +10.4% | +12.5% |
| 1Y | +55.4% | -9.4% | +64.8% | +57.7% |
| 3Y | +173.8% | -21.5% | +195.3% | +185.2% |
| 5Y | +395.2% | -28.4% | +423.6% | +423.7% |
| All | +287.5% | -16.2% | +303.7% | +272.2% |
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