+606.9%
GEV vs ZBH
-26.5%
+633.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.3% | -0.6% | -3.1% |
| 7D | -1.9% | -6.6% | +4.6% | -2.5% |
| 30D | -8.7% | -4.9% | -3.8% | -9.1% |
| 3M | +6.6% | +5.1% | +1.5% | +6.8% |
| 6M | +10.2% | +1.3% | +8.9% | +10.5% |
| YTD | +41.6% | +3.4% | +38.3% | +42.4% |
| 1Y | +43.9% | -8.7% | +52.6% | +43.9% |
| All | +606.9% | -26.5% | +633.4% | +729.4% |
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