+782.8%
PH vs ZBH
-17.1%
+800.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.7% | -0.5% |
| 7D | -3.1% | -6.6% | +3.4% | +0.1% |
| 30D | -11.8% | -4.9% | -6.9% | -9.7% |
| 3M | +6.9% | +5.1% | +1.8% | +3.3% |
| 6M | -1.3% | +1.3% | -2.6% | -3.6% |
| YTD | +7.0% | +3.4% | +3.6% | +3.1% |
| 1Y | +23.1% | -8.7% | +31.8% | +24.8% |
| 3Y | +135.4% | -21.2% | +156.6% | +151.2% |
| 5Y | +250.3% | -29.2% | +279.5% | +286.5% |
| All | +782.8% | -17.1% | +800.0% | +723.0% |
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