+227.5%
LOW vs ZBH
-16.2%
+243.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.3% |
| 7D | -3.7% | -4.7% | +0.9% | -1.9% |
| 30D | -8.9% | -4.5% | -4.4% | -7.2% |
| 3M | -10.4% | +7.6% | -18.0% | -13.3% |
| 6M | -19.4% | +0.3% | -19.7% | -20.1% |
| YTD | -17.1% | +4.5% | -21.6% | -19.5% |
| 1Y | -26.3% | -9.4% | -16.9% | -24.7% |
| 3Y | -9.9% | -21.5% | +11.6% | -3.9% |
| 5Y | +6.1% | -28.4% | +34.5% | +15.2% |
| All | +227.5% | -16.2% | +243.7% | +205.4% |
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