+322.4%
NET vs ZBH
+4.4%
+318.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +13.5% | -16.1% | -2.1% |
| 7D | -16.4% | +14.3% | -30.6% | -15.9% |
| 30D | -25.8% | +20.3% | -46.1% | -25.3% |
| 3M | -11.5% | +15.3% | -26.8% | -11.0% |
| 6M | +18.9% | +33.9% | -15.0% | +19.9% |
| YTD | +35.2% | +23.5% | +11.7% | +36.2% |
| 1Y | +14.5% | +7.9% | +6.6% | +14.8% |
| All | +322.4% | +4.4% | +318.0% | +298.4% |
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 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