+1,902.3%
ON vs ZBH
+272.6%
+1,629.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.9% | -0.5% | -2.5% |
| 7D | -2.2% | -5.2% | +3.1% | +0.5% |
| 30D | -12.4% | -2.4% | -10.0% | -11.6% |
| 3M | -41.2% | +8.3% | -49.5% | -44.8% |
| 6M | +25.0% | +0.7% | +24.3% | +20.7% |
| YTD | +31.3% | +5.3% | +25.9% | +23.8% |
| 1Y | +45.4% | -9.1% | +54.5% | +45.5% |
| 3Y | -27.4% | -19.7% | -7.7% | -24.0% |
| 5Y | +58.5% | -31.3% | +89.8% | +79.1% |
| 10Y | +561.8% | -18.9% | +580.8% | +576.6% |
| All | +1,902.3% | +272.6% | +1,629.7% | +1,544.2% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling