-76.8%
PATH vs ZBH
-19.1%
-57.7%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.0% | -0.7% | -2.2% |
| 7D | -5.6% | +9.6% | -15.2% | -10.2% |
| 30D | -0.7% | +19.1% | -19.8% | -9.5% |
| 3M | -5.9% | +9.1% | -15.0% | -10.5% |
| 6M | +21.6% | +29.4% | -7.8% | +4.6% |
| YTD | -20.6% | +19.8% | -40.4% | -29.8% |
| 1Y | -10.6% | +23.4% | -33.9% | -22.6% |
| 3Y | -24.9% | +1.1% | -26.0% | -31.2% |
| 5Y | -76.8% | -18.8% | -58.0% | -78.1% |
| All | -76.8% | -19.1% | -57.7% | -78.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling