-80.8%
PATH vs ZBH
-36.0%
-44.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.6% | +1.9% |
| 7D | +2.1% | -2.3% | +4.3% | +3.1% |
| 30D | +1.6% | +12.5% | -10.9% | -4.2% |
| 3M | -20.4% | +3.9% | -24.4% | -22.4% |
| 6M | +40.1% | +25.4% | +14.7% | +24.1% |
| YTD | -19.0% | +15.7% | -34.7% | -26.5% |
| 1Y | -5.8% | +15.2% | -21.0% | -14.4% |
| 3Y | -22.9% | +0.3% | -23.3% | -28.6% |
| 5Y | -75.3% | -16.1% | -59.2% | -75.3% |
| All | -80.8% | -36.0% | -44.8% | -83.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling