+18.9%
NET vs ZBH
+34.2%
-15.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +13.5% | -16.1% | -1.6% |
| 7D | -16.4% | +14.3% | -30.6% | -15.3% |
| 30D | -25.8% | +20.3% | -46.1% | -24.9% |
| 3M | -11.5% | +15.3% | -26.8% | -10.5% |
| 6M | +18.9% | +33.9% | -15.0% | +15.1% |
| All | +18.9% | +34.2% | -15.3% | +15.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling