-19.6%
PCG vs ZBH
+24.5%
-44.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.3% | +0.9% |
| 7D | -1.1% | +11.3% | -12.3% | -2.7% |
| 30D | +0.1% | +21.5% | -21.5% | -3.2% |
| 3M | -24.4% | +12.5% | -36.9% | -26.0% |
| 6M | -17.7% | +32.3% | -49.9% | -23.3% |
| YTD | -17.4% | +21.4% | -38.9% | -21.9% |
| All | -19.6% | +24.5% | -44.1% | -24.3% |
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