-47.1%
OPEN vs ZBH
-5.6%
-41.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.8% |
| 7D | -4.3% | -2.8% | -1.4% | -3.8% |
| 30D | -16.2% | -0.1% | -16.1% | -16.2% |
| 3M | -36.4% | +13.4% | -49.8% | -38.1% |
| 6M | -35.5% | +3.0% | -38.4% | -35.1% |
| YTD | -46.0% | +9.7% | -55.6% | -46.9% |
| 1Y | -47.1% | -5.4% | -41.7% | -32.8% |
| All | -47.1% | -5.6% | -41.5% | -32.8% |
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 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