-8.8%
EQT vs ZBH
+19.1%
-27.9%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.0% | -0.6% | -3.7% |
| 7D | -7.2% | +9.6% | -16.8% | -6.9% |
| 30D | -3.5% | +19.1% | -22.7% | -3.5% |
| 3M | -1.2% | +9.1% | -10.3% | -0.8% |
| 6M | -13.3% | +29.4% | -42.7% | -13.5% |
| YTD | -4.7% | +19.8% | -24.5% | -6.5% |
| 1Y | -8.8% | +23.4% | -32.1% | -9.7% |
| All | -8.8% | +19.1% | -27.9% | -9.7% |
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