+561.8%
GWW vs ZBH
-16.2%
+577.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.5% | +0.3% |
| 7D | -3.4% | -4.7% | +1.3% | -2.0% |
| 30D | -1.9% | -4.5% | +2.6% | -0.6% |
| 3M | -2.4% | +7.6% | -10.0% | -4.8% |
| 6M | +15.7% | +0.3% | +15.4% | +14.8% |
| YTD | +27.6% | +4.5% | +23.1% | +24.7% |
| 1Y | +27.2% | -9.4% | +36.6% | +29.1% |
| 3Y | +89.7% | -21.5% | +111.2% | +98.5% |
| 5Y | +223.9% | -28.4% | +252.3% | +243.4% |
| All | +561.8% | -16.2% | +577.9% | +518.7% |
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 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