+2,771.1%
NOW vs ZBH
+79.5%
+2,691.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.9% | -2.1% | -2.6% |
| 7D | -2.4% | -2.8% | +0.4% | -1.2% |
| 30D | +20.5% | -0.1% | +20.6% | +20.4% |
| 3M | +18.3% | +13.4% | +4.9% | +12.0% |
| 6M | +24.1% | +3.0% | +21.1% | +21.4% |
| YTD | -7.8% | +9.7% | -17.4% | -12.5% |
| 1Y | -21.4% | -5.4% | -16.0% | -21.4% |
| 3Y | +19.5% | -15.6% | +35.1% | +21.9% |
| 5Y | +4.1% | -28.1% | +32.2% | +13.2% |
| 10Y | +826.4% | -15.2% | +841.7% | +772.0% |
| All | +2,771.1% | +79.5% | +2,691.6% | +1,882.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling