+39.1%
O vs ZBH
-0.3%
+39.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.5% | -0.5% |
| 7D | -0.4% | -2.3% | +1.9% | 0.0% |
| 30D | +7.1% | +12.5% | -5.3% | +4.6% |
| 3M | -5.2% | +3.9% | -9.2% | -6.2% |
| 6M | -1.8% | +25.4% | -27.2% | -6.1% |
| YTD | +9.1% | +15.7% | -6.6% | +5.3% |
| 1Y | +9.7% | +15.2% | -5.5% | +6.0% |
| 3Y | +39.1% | +0.3% | +38.8% | +31.5% |
| All | +39.1% | -0.3% | +39.5% | +31.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling