-14.8%
EQT vs ZBH
+2.4%
-17.2%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.8% | -1.6% |
| 7D | -2.0% | -4.7% | +2.7% | -2.1% |
| 30D | 0.0% | -4.5% | +4.5% | 0.0% |
| 3M | +5.9% | +7.6% | -1.6% | +6.3% |
| 6M | -14.8% | +0.3% | -15.1% | -15.5% |
| All | -14.8% | +2.4% | -17.2% | -15.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling