-56.6%
FIG vs ZBH
-9.5%
-47.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +1.5% |
| 7D | -12.2% | -6.6% | -5.7% | -9.8% |
| 30D | -11.0% | -4.9% | -6.1% | -9.3% |
| 3M | +11.9% | +5.1% | +6.8% | +10.0% |
| 6M | -21.9% | +1.3% | -23.3% | -23.0% |
| YTD | -40.8% | +3.4% | -44.1% | -41.9% |
| 1Y | -56.6% | -8.7% | -48.0% | -55.1% |
| All | -56.6% | -9.5% | -47.1% | -55.1% |
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 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