+15.3%
D vs ZBH
-8.1%
+23.4%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.7% |
| 7D | -0.4% | -4.9% | +4.5% | 0.0% |
| 30D | -2.1% | -3.2% | +1.2% | -1.8% |
| 3M | -0.7% | +5.8% | -6.6% | -1.6% |
| 6M | +5.6% | +2.0% | +3.6% | +4.6% |
| YTD | +14.6% | +5.8% | +8.8% | +13.2% |
| 1Y | +15.3% | -7.9% | +23.3% | +15.3% |
| All | +15.3% | -8.1% | +23.4% | +15.3% |
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