-81.0%
PATH vs ZBH
-35.1%
-45.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.4% | +0.9% |
| 7D | +0.7% | -2.1% | +2.8% | +1.6% |
| 30D | -1.1% | +13.6% | -14.7% | -7.2% |
| 3M | -14.2% | +7.1% | -21.2% | -17.4% |
| 6M | +30.9% | +26.1% | +4.8% | +15.7% |
| YTD | -20.1% | +17.2% | -37.3% | -27.8% |
| 1Y | -8.1% | +17.4% | -25.5% | -17.2% |
| 3Y | -24.3% | +2.0% | -26.3% | -30.4% |
| 5Y | -75.6% | -15.0% | -60.6% | -75.7% |
| All | -81.0% | -35.1% | -45.9% | -83.6% |
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