+1,211.9%
PAAS vs ZBH
+314.6%
+897.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.7% | -1.4% | -3.4% |
| 7D | -7.0% | -2.1% | -4.9% | -6.5% |
| 30D | -15.3% | +13.6% | -28.8% | -18.2% |
| 3M | -27.7% | +7.1% | -34.8% | -29.3% |
| 6M | -40.5% | +26.1% | -66.5% | -44.6% |
| YTD | -26.5% | +17.2% | -43.7% | -30.3% |
| 1Y | -0.8% | +17.4% | -18.2% | -5.9% |
| 3Y | +196.9% | +2.0% | +194.9% | +186.7% |
| 5Y | +49.2% | -15.0% | +64.1% | +50.2% |
| 10Y | +199.4% | +19.4% | +180.0% | +162.6% |
| All | +1,211.9% | +314.6% | +897.3% | +1,073.1% |
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 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