-74.2%
OPEN vs ZBH
-20.4%
-53.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -1.1% |
| 7D | -11.4% | -4.7% | -6.8% | -8.8% |
| 30D | -20.1% | -4.5% | -15.6% | -17.8% |
| 3M | -37.6% | +7.6% | -45.2% | -41.3% |
| 6M | -47.1% | +0.3% | -47.3% | -48.6% |
| YTD | -52.1% | +4.5% | -56.7% | -55.0% |
| 1Y | -73.5% | -9.4% | -64.1% | -73.0% |
| 3Y | -24.4% | -21.5% | -2.9% | -15.4% |
| 5Y | -85.1% | -28.4% | -56.7% | -83.4% |
| All | -74.2% | -20.4% | -53.8% | -70.7% |
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