+69.6%
PBR vs ZBH
-5.6%
+75.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -2.0% |
| 7D | +8.6% | -2.8% | +11.4% | +8.2% |
| 30D | +12.8% | -0.1% | +12.9% | +12.8% |
| 3M | +14.7% | +13.4% | +1.2% | +16.2% |
| 6M | +25.2% | +3.0% | +22.2% | +25.9% |
| YTD | +77.1% | +9.7% | +67.5% | +80.5% |
| 1Y | +69.6% | -5.4% | +75.0% | +64.8% |
| All | +69.6% | -5.6% | +75.2% | +64.8% |
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