+22.5%
P vs ZBH
-8.1%
+30.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.4% | -4.4% | -4.0% |
| 7D | +5.0% | -4.9% | +9.9% | +4.1% |
| 30D | -0.9% | -3.2% | +2.3% | -1.4% |
| 3M | +38.7% | +5.8% | +32.8% | +40.4% |
| 6M | +54.4% | +2.0% | +52.4% | +58.1% |
| YTD | +44.8% | +5.8% | +39.1% | +49.0% |
| 1Y | +22.5% | -7.9% | +30.5% | +22.4% |
| All | +22.5% | -8.1% | +30.6% | +22.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling