+224.2%
PAAS vs ZBH
+5.8%
+218.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.6% | +0.3% | +2.4% |
| 7D | +8.8% | +11.3% | -2.4% | +6.9% |
| 30D | -8.5% | +21.5% | -30.0% | -11.2% |
| 3M | -17.0% | +12.5% | -29.5% | -18.8% |
| 6M | -27.9% | +32.3% | -60.2% | -31.5% |
| YTD | -17.5% | +21.4% | -38.9% | -20.0% |
| 1Y | +22.8% | +23.7% | -0.9% | +18.8% |
| 3Y | +224.2% | +7.0% | +217.2% | +203.1% |
| All | +224.2% | +5.8% | +218.4% | +203.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling