+1,086.7%
FLEX vs ZBH
-18.0%
+1,104.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.6% |
| 7D | +6.4% | -4.9% | +11.3% | +8.8% |
| 30D | -5.9% | -3.2% | -2.6% | -4.7% |
| 3M | -23.5% | +5.8% | -29.3% | -27.3% |
| 6M | +83.7% | +2.0% | +81.8% | +76.3% |
| YTD | +86.5% | +5.8% | +80.7% | +74.0% |
| 1Y | +100.5% | -7.9% | +108.4% | +98.3% |
| 3Y | +469.8% | -19.4% | +489.2% | +485.2% |
| 5Y | +725.7% | -29.5% | +755.2% | +806.0% |
| 10Y | +1,086.7% | -15.5% | +1,102.3% | +959.9% |
| All | +1,086.7% | -18.0% | +1,104.7% | +959.9% |
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