+1,972.6%
NOW vs ZBH
+93.8%
+1,878.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | +0.1% |
| 7D | -3.0% | +11.7% | -14.7% | -7.7% |
| 30D | -26.0% | +19.3% | -45.4% | -31.6% |
| 3M | -13.1% | +8.9% | -22.0% | -16.8% |
| 6M | +14.5% | +28.2% | -13.6% | +2.1% |
| YTD | -33.4% | +18.4% | -51.8% | -39.2% |
| 1Y | -40.6% | +20.6% | -61.2% | -46.3% |
| 3Y | -16.3% | -0.6% | -15.7% | -21.1% |
| 5Y | -26.3% | -19.7% | -6.6% | -23.7% |
| 10Y | +512.7% | +14.7% | +498.0% | +397.2% |
| All | +1,972.6% | +93.8% | +1,878.7% | +1,276.8% |
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