+69.6%
IWM vs ZBH
-0.3%
+70.0%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | -0.1% |
| 7D | +1.4% | -2.3% | +3.7% | +1.9% |
| 30D | +2.3% | +12.5% | -10.2% | 0.0% |
| 3M | -8.3% | +3.9% | -12.2% | -9.1% |
| 6M | -1.3% | +25.4% | -26.8% | -6.2% |
| YTD | +13.5% | +15.7% | -2.2% | +9.6% |
| 1Y | +18.4% | +15.2% | +3.2% | +14.4% |
| 3Y | +69.6% | +0.3% | +69.3% | +57.6% |
| All | +69.6% | -0.3% | +70.0% | +57.6% |
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