+718.0%
EQT vs ZBH
+265.6%
+452.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +1.4% |
| 7D | -1.2% | -6.6% | +5.4% | +1.1% |
| 30D | +1.1% | -4.9% | +6.0% | +2.7% |
| 3M | +4.8% | +5.1% | -0.3% | +2.4% |
| 6M | -10.6% | +1.3% | -11.9% | -12.1% |
| YTD | +3.4% | +3.4% | +0.1% | +0.8% |
| 1Y | +8.7% | -8.7% | +17.4% | +9.6% |
| 3Y | +35.0% | -21.2% | +56.2% | +40.6% |
| 5Y | +204.2% | -29.2% | +233.5% | +226.8% |
| 10Y | +52.5% | -17.5% | +70.0% | +43.2% |
| All | +718.0% | +265.6% | +452.4% | +370.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling