+19.3%
PH vs ZBH
+11.3%
+8.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +13.5% | -17.2% | -4.0% |
| 7D | -0.2% | +14.3% | -14.5% | -0.6% |
| 30D | -6.7% | +20.3% | -27.0% | -7.5% |
| 3M | -8.1% | +15.3% | -23.4% | -8.6% |
| 6M | +5.3% | +33.9% | -28.6% | +2.8% |
| YTD | +4.2% | +23.5% | -19.3% | +3.1% |
| 1Y | +19.3% | +7.9% | +11.4% | +19.2% |
| All | +19.3% | +11.3% | +8.0% | +19.2% |
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