+72.9%
PBR vs ZBH
+11.3%
+61.6%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +13.5% | -20.5% | -5.1% |
| 7D | -11.0% | +14.3% | -25.3% | -9.1% |
| 30D | -18.8% | +20.3% | -39.1% | -16.7% |
| 3M | +7.8% | +15.3% | -7.4% | +9.9% |
| 6M | -7.6% | +33.9% | -41.5% | -4.3% |
| YTD | +72.7% | +23.5% | +49.2% | +79.3% |
| 1Y | +72.9% | +7.9% | +65.1% | +75.8% |
| All | +72.9% | +11.3% | +61.6% | +75.8% |
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