-84.2%
OPEN vs ZBH
-31.0%
-53.2%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.6% |
| 7D | -2.9% | -4.9% | +2.0% | +0.3% |
| 30D | -13.8% | -3.2% | -10.6% | -12.0% |
| 3M | -30.9% | +5.8% | -36.7% | -34.7% |
| 6M | -40.9% | +2.0% | -42.9% | -43.6% |
| YTD | -48.5% | +5.8% | -54.3% | -52.4% |
| 1Y | -50.9% | -7.9% | -43.0% | -50.3% |
| 3Y | -20.6% | -19.4% | -1.3% | -11.7% |
| 5Y | -84.2% | -29.5% | -54.7% | -85.0% |
| All | -84.2% | -31.0% | -53.2% | -85.0% |
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