+50.8%
PAAS vs ZBH
-8.1%
+58.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.4% | +3.3% | +3.7% |
| 7D | +2.6% | -4.9% | +7.6% | +3.0% |
| 30D | +2.5% | -3.2% | +5.7% | +2.6% |
| 3M | +15.1% | +5.8% | +9.2% | +13.9% |
| 6M | -12.1% | +2.0% | -14.0% | -12.0% |
| YTD | +3.1% | +5.8% | -2.7% | +3.7% |
| 1Y | +50.8% | -7.9% | +58.8% | +53.2% |
| All | +50.8% | -8.1% | +58.9% | +53.2% |
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