-75.3%
PCG vs ZBH
-18.0%
-57.4%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.4% | -4.7% | -4.4% |
| 7D | +6.5% | -4.9% | +11.4% | +8.5% |
| 30D | -16.7% | -3.2% | -13.5% | -15.8% |
| 3M | -14.2% | +5.8% | -20.0% | -16.6% |
| 6M | -21.5% | +2.0% | -23.4% | -23.0% |
| YTD | -11.2% | +5.8% | -17.0% | -14.3% |
| 1Y | -4.2% | -7.9% | +3.7% | -3.0% |
| 3Y | -14.9% | -19.4% | +4.5% | -10.7% |
| 5Y | +54.2% | -29.5% | +83.7% | +68.4% |
| 10Y | -75.3% | -15.5% | -59.8% | -77.5% |
| All | -75.3% | -18.0% | -57.4% | -77.5% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling