+23.2%
GH vs ZBH
-31.2%
+54.4%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | 0.0% | -1.0% |
| 7D | -1.2% | -6.6% | +5.3% | +2.7% |
| 30D | -3.7% | -4.9% | +1.3% | -1.1% |
| 3M | +21.7% | +5.1% | +16.6% | +16.0% |
| 6M | +75.7% | +1.3% | +74.4% | +70.8% |
| YTD | +55.7% | +3.4% | +52.3% | +48.9% |
| 1Y | +181.1% | -8.7% | +189.8% | +186.9% |
| 3Y | +371.6% | -21.2% | +392.8% | +418.0% |
| 5Y | +23.2% | -29.2% | +52.4% | +33.9% |
| All | +23.2% | -31.2% | +54.4% | +33.9% |
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