+88.4%
GWW vs ZBH
-21.6%
+110.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | -0.2% |
| 7D | -3.1% | -6.6% | +3.4% | -2.0% |
| 30D | -2.3% | -4.9% | +2.6% | -1.5% |
| 3M | -3.3% | +5.1% | -8.4% | -4.3% |
| 6M | +15.4% | +1.3% | +14.0% | +14.6% |
| YTD | +26.7% | +3.4% | +23.4% | +25.3% |
| 1Y | +29.0% | -8.7% | +37.7% | +29.6% |
| All | +88.4% | -21.6% | +110.0% | +96.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling