+248.9%
PAAS vs ZBH
-16.2%
+265.1%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -2.3% |
| 7D | -2.9% | -2.8% | -0.1% | -2.5% |
| 30D | +6.8% | -0.1% | +6.9% | +6.7% |
| 3M | -2.9% | +13.4% | -16.3% | -5.3% |
| 6M | -16.4% | +3.0% | -19.4% | -17.0% |
| YTD | 0.0% | +9.7% | -9.6% | -1.5% |
| 1Y | +54.3% | -5.4% | +59.7% | +54.8% |
| All | +248.9% | -16.2% | +265.1% | +287.8% |
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