+100.5%
FLEX vs ZBH
-8.1%
+108.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.3% |
| 7D | +6.4% | -4.9% | +11.3% | +4.6% |
| 30D | -5.9% | -3.2% | -2.6% | -6.8% |
| 3M | -23.5% | +5.8% | -29.3% | -21.6% |
| 6M | +83.7% | +2.0% | +81.8% | +89.4% |
| YTD | +86.5% | +5.8% | +80.7% | +95.5% |
| 1Y | +100.5% | -7.9% | +108.4% | +100.0% |
| All | +100.5% | -8.1% | +108.6% | +100.0% |
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