-77.0%
PATH vs ZBH
-19.6%
-57.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.5% |
| 7D | -5.3% | +11.7% | -17.0% | -10.8% |
| 30D | -0.5% | +19.3% | -19.9% | -9.5% |
| 3M | -7.1% | +8.9% | -16.1% | -11.7% |
| 6M | +23.8% | +28.2% | -4.3% | +6.9% |
| YTD | -20.7% | +18.4% | -39.1% | -29.5% |
| 1Y | -8.1% | +20.6% | -28.6% | -19.4% |
| 3Y | -21.8% | -0.6% | -21.2% | -27.7% |
| All | -77.0% | -19.6% | -57.4% | -77.4% |
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