+446.2%
FLEX vs ZBH
-15.5%
+461.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.7% | +1.6% | -0.8% |
| 7D | +17.1% | -2.1% | +19.2% | +17.4% |
| 30D | -29.5% | +13.6% | -43.1% | -30.8% |
| 3M | -37.3% | +7.1% | -44.4% | -37.9% |
| 6M | -44.1% | +26.1% | -70.2% | -47.2% |
| YTD | +29.3% | +17.2% | +12.1% | +24.0% |
| 1Y | +24.2% | +17.4% | +6.8% | +19.0% |
| 3Y | +297.3% | +2.0% | +295.3% | +279.9% |
| 5Y | +446.2% | -15.0% | +461.1% | +471.6% |
| All | +446.2% | -15.5% | +461.7% | +471.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling