+30.0%
P vs ZBH
+26.8%
+3.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.2% | +4.7% | +2.9% |
| 7D | -23.8% | +11.7% | -35.5% | -17.0% |
| 30D | -36.6% | +19.3% | -55.9% | -27.5% |
| 3M | +10.9% | +8.9% | +1.9% | +19.7% |
| 6M | +30.0% | +28.2% | +1.8% | +74.9% |
| All | +30.0% | +26.8% | +3.2% | +74.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling