+726.2%
FLEX vs ZBH
-30.7%
+756.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -3.9% | +8.3% | +5.1% |
| 7D | +7.0% | -5.2% | +12.2% | +8.0% |
| 30D | -5.8% | -2.4% | -3.4% | -5.5% |
| 3M | -24.2% | +8.3% | -32.5% | -26.4% |
| 6M | +90.8% | +0.7% | +90.1% | +88.8% |
| YTD | +89.2% | +5.3% | +83.8% | +84.1% |
| 1Y | +104.7% | -9.1% | +113.8% | +106.8% |
| 3Y | +478.1% | -19.7% | +497.8% | +504.0% |
| 5Y | +726.2% | -31.3% | +757.5% | +795.0% |
| All | +726.2% | -30.7% | +756.9% | +795.0% |
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 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