+485.4%
P vs ZBH
+15.7%
+469.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.2% | +1.7% |
| 7D | +6.5% | -2.8% | +9.4% | +7.8% |
| 30D | +18.8% | -0.1% | +18.9% | +18.8% |
| 3M | +26.7% | +13.4% | +13.3% | +18.7% |
| 6M | +62.2% | +3.0% | +59.2% | +57.3% |
| YTD | +48.5% | +9.7% | +38.8% | +39.4% |
| 1Y | +26.4% | -5.4% | +31.8% | +25.3% |
| 3Y | +159.4% | -15.6% | +175.0% | +161.9% |
| 5Y | +275.8% | -28.1% | +303.9% | +305.1% |
| 10Y | +732.0% | -15.2% | +747.3% | +644.6% |
| All | +485.4% | +15.7% | +469.7% | +419.0% |
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 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