-81.4%
PATH vs ZBH
-33.4%
-48.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.2% | -0.7% |
| 7D | -2.3% | +10.6% | -12.9% | -7.0% |
| 30D | -4.8% | +20.4% | -25.2% | -13.1% |
| 3M | -17.7% | +10.0% | -27.7% | -21.7% |
| 6M | +18.9% | +31.0% | -12.1% | +3.1% |
| YTD | -21.7% | +20.3% | -42.0% | -30.1% |
| 1Y | -9.6% | +22.2% | -31.9% | -20.2% |
| 3Y | -25.8% | +4.7% | -30.6% | -32.6% |
| 5Y | -77.1% | -13.7% | -63.4% | -77.5% |
| All | -81.4% | -33.4% | -48.0% | -84.1% |
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 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