+1,053.0%
GPN vs ZBH
+265.6%
+787.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.3% | +4.1% | +2.7% |
| 7D | -3.5% | -6.6% | +3.0% | -0.7% |
| 30D | +3.1% | -4.9% | +8.1% | +5.3% |
| 3M | +42.3% | +5.1% | +37.2% | +39.0% |
| 6M | +20.9% | +1.3% | +19.5% | +19.0% |
| YTD | +15.2% | +3.4% | +11.9% | +12.4% |
| 1Y | +5.4% | -8.7% | +14.1% | +7.7% |
| 3Y | -27.4% | -21.2% | -6.2% | -22.4% |
| 5Y | -44.2% | -29.2% | -15.0% | -38.3% |
| 10Y | +27.4% | -17.5% | +44.8% | +28.7% |
| All | +1,053.0% | +265.6% | +787.4% | +469.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling