-70.8%
OPEN vs ZBH
-16.5%
-54.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.2% |
| 7D | -4.3% | -2.8% | -1.4% | -2.6% |
| 30D | -16.2% | -0.1% | -16.1% | -16.2% |
| 3M | -36.4% | +13.4% | -49.8% | -42.2% |
| 6M | -35.5% | +3.0% | -38.4% | -38.4% |
| YTD | -46.0% | +9.7% | -55.6% | -50.7% |
| 1Y | -47.1% | -5.4% | -41.7% | -47.3% |
| 3Y | -19.0% | -15.6% | -3.4% | -13.9% |
| 5Y | -83.6% | -28.1% | -55.5% | -81.9% |
| All | -70.8% | -16.5% | -54.4% | -67.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling