-94.7%
OPEN vs ZBH
-15.5%
-79.2%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -2.7% | -6.8% | -7.5% |
| 7D | -31.0% | -2.1% | -28.9% | -29.6% |
| 30D | -41.5% | +13.6% | -55.0% | -46.1% |
| 3M | -64.6% | +7.1% | -71.7% | -66.2% |
| 6M | -73.8% | +26.1% | -99.9% | -78.5% |
| YTD | -78.8% | +17.2% | -96.0% | -81.9% |
| 1Y | -86.8% | +17.4% | -104.2% | -88.8% |
| 3Y | -40.6% | +2.0% | -42.7% | -47.7% |
| 5Y | -94.7% | -15.0% | -79.7% | -94.4% |
| All | -94.7% | -15.5% | -79.2% | -94.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling