+290.1%
ETR vs ZBH
-16.2%
+306.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.7% |
| 7D | -1.8% | -4.7% | +2.9% | -0.7% |
| 30D | -1.8% | -4.5% | +2.7% | -0.7% |
| 3M | -3.6% | +7.6% | -11.1% | -5.8% |
| 6M | +2.6% | +0.3% | +2.3% | +1.8% |
| YTD | +16.0% | +4.5% | +11.5% | +13.6% |
| 1Y | +20.1% | -9.4% | +29.5% | +21.5% |
| 3Y | +143.6% | -21.5% | +165.1% | +153.0% |
| 5Y | +124.4% | -28.4% | +152.8% | +135.3% |
| All | +290.1% | -16.2% | +306.3% | +263.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling