-43.8%
GPN vs ZBH
-28.6%
-15.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.8% |
| 7D | -4.6% | -4.7% | +0.1% | -2.7% |
| 30D | -0.3% | -4.5% | +4.2% | +1.6% |
| 3M | +35.4% | +7.6% | +27.9% | +31.2% |
| 6M | +21.7% | +0.3% | +21.4% | +20.6% |
| YTD | +14.9% | +4.5% | +10.4% | +11.7% |
| 1Y | +3.2% | -9.4% | +12.6% | +5.9% |
| 3Y | -27.1% | -21.5% | -5.7% | -21.2% |
| All | -43.8% | -28.6% | -15.2% | -39.3% |
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