-21.8%
PATH vs ZBH
+5.8%
-27.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.6% | -2.7% | -0.7% |
| 7D | -2.7% | +11.3% | -14.0% | -4.9% |
| 30D | -3.7% | +21.5% | -25.2% | -7.6% |
| 3M | -13.8% | +12.5% | -26.3% | -15.9% |
| 6M | +20.3% | +32.3% | -12.0% | +13.3% |
| YTD | -20.8% | +21.4% | -42.2% | -24.6% |
| 1Y | -9.2% | +23.7% | -32.9% | -14.0% |
| 3Y | -21.8% | +7.0% | -28.8% | -42.3% |
| All | -21.8% | +5.8% | -27.5% | -42.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling