-63.0%
PINS vs ZBH
-30.7%
-32.3%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.9% | +2.7% | +0.8% |
| 7D | -5.2% | -5.2% | 0.0% | -2.5% |
| 30D | -14.9% | -2.4% | -12.5% | -13.8% |
| 3M | -8.4% | +8.3% | -16.7% | -13.0% |
| 6M | +0.6% | +0.7% | 0.0% | -1.2% |
| YTD | -22.2% | +5.3% | -27.6% | -26.4% |
| 1Y | -46.9% | -9.1% | -37.9% | -44.5% |
| 3Y | -26.9% | -19.7% | -7.2% | -20.5% |
| 5Y | -63.0% | -31.3% | -31.7% | -58.3% |
| All | -63.0% | -30.7% | -32.3% | -58.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling