+514.0%
NOW vs ZBH
+17.7%
+496.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +2.1% |
| 7D | +0.3% | -2.3% | +2.5% | +1.1% |
| 30D | -27.0% | +12.5% | -39.4% | -30.5% |
| 3M | -19.6% | +3.9% | -23.6% | -21.4% |
| 6M | +17.5% | +25.4% | -8.0% | +6.5% |
| YTD | -33.3% | +15.7% | -49.0% | -38.1% |
| 1Y | -39.8% | +15.2% | -55.0% | -44.2% |
| 3Y | -19.9% | +0.3% | -20.3% | -24.6% |
| 5Y | -26.1% | -16.1% | -10.0% | -24.9% |
| All | +514.0% | +17.7% | +496.3% | +382.7% |
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