+179.3%
HOOD vs ZBH
-31.0%
+210.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.2% | -1.9% |
| 7D | +7.7% | -4.9% | +12.7% | +10.2% |
| 30D | +22.0% | -3.2% | +25.2% | +23.7% |
| 3M | +37.6% | +5.8% | +31.8% | +32.6% |
| 6M | +45.3% | +2.0% | +43.3% | +41.9% |
| YTD | +1.9% | +5.8% | -3.9% | -2.8% |
| 1Y | -2.7% | -7.9% | +5.2% | -1.8% |
| 3Y | +973.4% | -19.4% | +992.7% | +1,040.5% |
| 5Y | +179.3% | -29.5% | +208.8% | +208.8% |
| All | +179.3% | -31.0% | +210.2% | +208.8% |
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