+478.1%
FLEX vs ZBH
-19.5%
+497.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -3.9% | +8.3% | +4.1% |
| 7D | +7.0% | -5.2% | +12.2% | +6.6% |
| 30D | -5.8% | -2.4% | -3.4% | -6.0% |
| 3M | -24.2% | +8.3% | -32.5% | -24.2% |
| 6M | +90.8% | +0.7% | +90.1% | +92.3% |
| YTD | +89.2% | +5.3% | +83.8% | +90.4% |
| 1Y | +104.7% | -9.1% | +113.8% | +107.8% |
| 3Y | +478.1% | -19.7% | +497.8% | +531.3% |
| All | +478.1% | -19.5% | +497.6% | +531.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling