-71.4%
OPEN vs ZBH
+11.3%
-82.7%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +13.5% | +0.3% | +10.9% |
| 7D | +3.7% | +14.3% | -10.6% | +1.0% |
| 30D | -14.3% | +20.3% | -34.6% | -16.6% |
| 3M | -51.9% | +15.3% | -67.2% | -53.1% |
| 6M | -61.4% | +33.9% | -95.4% | -62.5% |
| YTD | -66.0% | +23.5% | -89.5% | -66.5% |
| 1Y | -71.4% | +7.9% | -79.3% | -71.5% |
| All | -71.4% | +11.3% | -82.7% | -71.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling