+147.5%
HOOD vs ZBH
-13.2%
+160.7%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.1% | +3.9% | +3.9% |
| 7D | -3.2% | -2.4% | -0.8% | -2.1% |
| 30D | -22.6% | +16.6% | -39.2% | -27.8% |
| 3M | -10.4% | +10.8% | -21.2% | -14.7% |
| 6M | +4.7% | +35.8% | -31.1% | -11.1% |
| YTD | -25.2% | +20.5% | -45.7% | -32.9% |
| 1Y | -35.9% | +22.7% | -58.6% | -43.2% |
| 3Y | +927.7% | +4.9% | +922.8% | +807.3% |
| 5Y | +147.5% | -12.8% | +160.3% | +161.1% |
| All | +147.5% | -13.2% | +160.7% | +161.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling