+649.0%
P vs ZBH
+19.2%
+629.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -2.7% | +6.1% | +4.4% |
| 7D | +17.8% | -2.1% | +20.0% | +18.8% |
| 30D | -29.9% | +13.6% | -43.4% | -33.9% |
| 3M | -1.2% | +7.1% | -8.3% | -5.1% |
| 6M | +32.1% | +26.1% | +6.0% | +16.3% |
| YTD | +64.3% | +17.2% | +47.1% | +47.9% |
| 1Y | +24.3% | +17.4% | +6.9% | +11.8% |
| 3Y | +203.2% | +2.0% | +201.2% | +175.3% |
| 5Y | +290.4% | -15.0% | +305.4% | +283.7% |
| All | +649.0% | +19.2% | +629.7% | +452.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling