-8.1%
PATH vs ZBH
+24.0%
-32.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.1% |
| 7D | -5.3% | +11.7% | -17.0% | -6.8% |
| 30D | -0.5% | +19.3% | -19.9% | -3.0% |
| 3M | -7.1% | +8.9% | -16.1% | -8.3% |
| 6M | +23.8% | +28.2% | -4.3% | +20.9% |
| YTD | -20.7% | +18.4% | -39.1% | -23.6% |
| 1Y | -8.1% | +20.6% | -28.6% | -11.8% |
| All | -8.1% | +24.0% | -32.1% | -11.8% |
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