+175.5%
CAH vs ZBH
-21.6%
+197.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.3% | +0.6% | -1.5% |
| 7D | -5.1% | -6.6% | +1.5% | -4.6% |
| 30D | -1.8% | -4.9% | +3.2% | -1.4% |
| 3M | +9.4% | +5.1% | +4.2% | +9.1% |
| 6M | +9.2% | +1.3% | +7.9% | +9.1% |
| YTD | +15.7% | +3.4% | +12.3% | +15.5% |
| 1Y | +59.7% | -8.7% | +68.4% | +60.1% |
| All | +175.5% | -21.6% | +197.1% | +183.9% |
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