-29.8%
NOW vs ZBH
-8.1%
-21.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.4% |
| 7D | -4.1% | -4.9% | +0.8% | -3.4% |
| 30D | +2.9% | -3.2% | +6.1% | +3.3% |
| 3M | +22.6% | +5.8% | +16.7% | +22.2% |
| 6M | +7.5% | +2.0% | +5.6% | +7.2% |
| YTD | -14.4% | +5.8% | -20.2% | -14.8% |
| 1Y | -29.8% | -7.9% | -21.8% | -28.9% |
| All | -29.8% | -8.1% | -21.7% | -28.9% |
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