+29.2%
CB vs ZBH
+23.3%
+5.9%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +1.7% |
| 7D | +0.7% | +10.6% | -9.9% | -1.0% |
| 30D | +8.2% | +20.4% | -12.2% | +5.0% |
| 3M | +6.3% | +10.0% | -3.8% | +4.5% |
| 6M | +16.2% | +31.0% | -14.9% | +11.8% |
| YTD | +19.3% | +20.3% | -1.0% | +14.3% |
| 1Y | +29.2% | +22.2% | +7.0% | +23.5% |
| All | +29.2% | +23.3% | +5.9% | +23.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling