-39.2%
OPEN vs ZBH
+1.0%
-40.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -2.7% | -6.8% | -8.3% |
| 7D | -31.0% | -2.1% | -28.9% | -30.1% |
| 30D | -41.5% | +13.6% | -55.0% | -43.8% |
| 3M | -64.6% | +7.1% | -71.7% | -65.4% |
| 6M | -73.8% | +26.1% | -99.9% | -76.2% |
| YTD | -78.8% | +17.2% | -96.0% | -80.3% |
| 1Y | -86.8% | +17.4% | -104.2% | -87.7% |
| All | -39.2% | +1.0% | -40.1% | -50.8% |
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 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