-38.7%
NOW vs ZBH
+11.3%
-50.0%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +13.5% | -13.8% | -1.9% |
| 7D | -27.5% | +14.3% | -41.8% | -28.8% |
| 30D | -20.0% | +20.3% | -40.3% | -22.0% |
| 3M | -7.9% | +15.3% | -23.2% | -9.7% |
| 6M | +18.3% | +33.9% | -15.6% | +15.3% |
| YTD | -29.0% | +23.5% | -52.5% | -30.8% |
| 1Y | -38.7% | +7.9% | -46.6% | -39.9% |
| All | -38.7% | +11.3% | -50.0% | -39.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling