-18.7%
OPEN vs ZBH
-19.7%
+1.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.4% |
| 7D | -2.9% | -4.9% | +2.0% | -1.0% |
| 30D | -13.8% | -3.2% | -10.6% | -12.7% |
| 3M | -30.9% | +5.8% | -36.7% | -33.1% |
| 6M | -40.9% | +2.0% | -42.9% | -42.2% |
| YTD | -48.5% | +5.8% | -54.3% | -50.7% |
| 1Y | -50.9% | -7.9% | -43.0% | -49.8% |
| All | -18.7% | -19.7% | +1.0% | -16.5% |
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 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