+40.0%
PATH vs ZBH
-5.6%
+45.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.9% | -15.8% | -16.6% |
| 7D | -16.3% | -2.8% | -13.5% | -16.3% |
| 30D | +9.9% | -0.1% | +10.0% | +9.9% |
| 3M | +30.2% | +13.4% | +16.7% | +30.4% |
| 6M | +37.2% | +3.0% | +34.2% | +36.7% |
| YTD | -7.3% | +9.7% | -17.0% | -7.2% |
| 1Y | +40.0% | -5.4% | +45.4% | +52.5% |
| All | +40.0% | -5.6% | +45.6% | +52.5% |
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