+116.1%
PAAS vs ZBH
-30.7%
+146.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.9% | +3.3% | +0.3% |
| 7D | +2.0% | -5.2% | +7.2% | +3.4% |
| 30D | -0.1% | -2.4% | +2.3% | +0.4% |
| 3M | +8.2% | +8.3% | 0.0% | +5.3% |
| 6M | -13.8% | +0.7% | -14.4% | -14.5% |
| YTD | -0.6% | +5.3% | -6.0% | -2.7% |
| 1Y | +44.0% | -9.1% | +53.1% | +45.8% |
| 3Y | +246.6% | -19.7% | +266.3% | +264.3% |
| 5Y | +116.1% | -31.3% | +147.4% | +129.8% |
| All | +116.1% | -30.7% | +146.8% | +129.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling