-24.8%
GIS vs ZBH
-7.7%
-17.1%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.5% |
| 7D | -6.4% | -4.7% | -1.7% | -5.5% |
| 30D | -6.1% | -4.5% | -1.6% | -5.2% |
| 3M | +7.8% | +7.6% | +0.3% | +7.2% |
| 6M | -8.8% | +0.3% | -9.1% | -9.1% |
| YTD | -19.1% | +4.5% | -23.7% | -19.9% |
| 1Y | -24.8% | -9.4% | -15.4% | -23.7% |
| All | -24.8% | -7.7% | -17.1% | -23.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling