-89.0%
OPEN vs ZBH
-11.9%
-77.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.3% | -2.4% | -2.8% |
| 7D | -15.0% | -2.3% | -12.7% | -13.6% |
| 30D | -40.2% | +12.5% | -52.7% | -43.8% |
| 3M | -67.4% | +3.9% | -71.3% | -68.0% |
| 6M | -74.0% | +25.4% | -99.4% | -77.8% |
| YTD | -79.6% | +15.7% | -95.3% | -81.9% |
| 1Y | -86.1% | +15.2% | -101.3% | -87.6% |
| 3Y | -41.4% | +0.3% | -41.7% | -44.9% |
| 5Y | -94.9% | -16.1% | -78.8% | -94.6% |
| All | -89.0% | -11.9% | -77.1% | -88.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling