+780.0%
NOW vs ZBH
-17.1%
+797.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.3% | +0.9% |
| 7D | -9.9% | -6.6% | -3.4% | -7.5% |
| 30D | +2.8% | -4.9% | +7.8% | +4.8% |
| 3M | +23.7% | +5.1% | +18.6% | +21.2% |
| 6M | +12.5% | +1.3% | +11.1% | +11.0% |
| YTD | -14.4% | +3.4% | -17.7% | -16.5% |
| 1Y | -29.0% | -8.7% | -20.3% | -28.0% |
| 3Y | +9.3% | -21.2% | +30.5% | +14.8% |
| 5Y | +1.2% | -29.2% | +30.4% | +9.9% |
| All | +780.0% | -17.1% | +797.1% | +723.3% |
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