+388.8%
GH vs ZBH
-20.6%
+409.3%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.2% | -1.6% |
| 7D | -2.5% | -4.7% | +2.2% | 0.0% |
| 30D | -4.7% | -4.5% | -0.2% | -2.6% |
| 3M | +20.2% | +7.6% | +12.7% | +13.9% |
| 6M | +78.8% | +0.3% | +78.5% | +75.5% |
| YTD | +54.1% | +4.5% | +49.6% | +47.3% |
| 1Y | +177.1% | -9.4% | +186.5% | +183.7% |
| 3Y | +371.6% | -21.5% | +393.1% | +411.8% |
| 5Y | +21.9% | -28.4% | +50.3% | +39.0% |
| All | +388.8% | -20.6% | +409.3% | +417.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling