+238.8%
EQX vs ZBH
-0.5%
+239.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +1.4% |
| 7D | -3.2% | -4.7% | +1.5% | -2.0% |
| 30D | +7.8% | -4.5% | +12.3% | +9.0% |
| 3M | +21.3% | +7.6% | +13.8% | +18.7% |
| 6M | -22.4% | +0.3% | -22.7% | -22.8% |
| YTD | -11.3% | +4.5% | -15.8% | -12.7% |
| 1Y | +13.5% | -9.4% | +22.9% | +15.0% |
| 3Y | +162.1% | -21.5% | +183.6% | +172.9% |
| 5Y | +84.2% | -28.4% | +112.6% | +93.0% |
| All | +238.8% | -0.5% | +239.3% | +304.1% |
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