+4,513.0%
GWW vs ZBH
+272.6%
+4,240.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.9% | +1.3% | -1.4% |
| 7D | -1.5% | -5.2% | +3.7% | +0.2% |
| 30D | +1.1% | -2.4% | +3.5% | +1.9% |
| 3M | -1.0% | +8.3% | -9.2% | -3.8% |
| 6M | +16.3% | +0.7% | +15.7% | +15.2% |
| YTD | +28.5% | +5.3% | +23.2% | +25.2% |
| 1Y | +30.3% | -9.1% | +39.3% | +32.1% |
| 3Y | +91.6% | -19.7% | +111.3% | +98.9% |
| 5Y | +224.0% | -31.3% | +255.3% | +248.2% |
| 10Y | +551.3% | -18.9% | +570.3% | +528.5% |
| All | +4,513.0% | +272.6% | +4,240.4% | +2,526.0% |
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