+123.6%
HOOD vs ZBH
-31.8%
+155.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.3% | -3.0% | -3.9% |
| 7D | -3.8% | -2.3% | -1.5% | -3.0% |
| 30D | -23.0% | +12.5% | -35.4% | -26.0% |
| 3M | -21.6% | +3.9% | -25.6% | -22.9% |
| 6M | +1.4% | +25.4% | -24.0% | -7.6% |
| YTD | -31.2% | +15.7% | -46.9% | -35.6% |
| 1Y | -35.9% | +15.2% | -51.1% | -40.0% |
| 3Y | +836.9% | +0.3% | +836.6% | +780.2% |
| 5Y | +121.1% | -16.1% | +137.2% | +101.1% |
| All | +123.6% | -31.8% | +155.4% | +0.7% |
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