+506.3%
NOW vs ZBH
+17.3%
+489.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.1% | -2.7% |
| 7D | -8.7% | +10.6% | -19.3% | -12.5% |
| 30D | -29.3% | +20.4% | -49.7% | -34.5% |
| 3M | -21.8% | +10.0% | -31.9% | -25.2% |
| 6M | +9.2% | +31.0% | -21.8% | -2.7% |
| YTD | -35.0% | +20.3% | -55.3% | -40.6% |
| 1Y | -42.5% | +22.2% | -64.8% | -47.9% |
| 3Y | -21.5% | +4.7% | -26.3% | -27.4% |
| 5Y | -25.8% | -13.7% | -12.1% | -25.4% |
| 10Y | +506.3% | +19.3% | +487.0% | +392.3% |
| All | +506.3% | +17.3% | +489.1% | +392.3% |
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