+194.4%
PDD vs ZBH
-11.4%
+205.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.6% |
| 7D | -4.4% | -4.9% | +0.5% | -2.8% |
| 30D | -15.5% | -3.2% | -12.2% | -14.6% |
| 3M | -4.1% | +5.8% | -9.9% | -6.3% |
| 6M | -23.4% | +2.0% | -25.4% | -24.5% |
| YTD | -30.7% | +5.8% | -36.5% | -32.6% |
| 1Y | -37.6% | -7.9% | -29.7% | -37.0% |
| 3Y | -17.5% | -19.4% | +1.8% | -14.1% |
| 5Y | -24.6% | -29.5% | +4.9% | -18.9% |
| All | +194.4% | -11.4% | +205.8% | +217.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling