-8.6%
ONON vs ZBH
-20.7%
+12.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +0.9% | +1.8% |
| 7D | -2.1% | -4.7% | +2.6% | -0.8% |
| 30D | -11.6% | -4.5% | -7.1% | -10.5% |
| 3M | -30.1% | +7.6% | -37.7% | -31.1% |
| 6M | -30.5% | +0.3% | -30.8% | -30.6% |
| YTD | -41.0% | +4.5% | -45.6% | -41.6% |
| 1Y | -36.7% | -9.4% | -27.3% | -35.8% |
| 3Y | -8.6% | -21.5% | +12.9% | -1.4% |
| All | -8.6% | -20.7% | +12.1% | -1.4% |
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