+455.3%
PL vs ZBH
+0.1%
+455.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -1.2% | +11.6% | +10.3% |
| 7D | -6.8% | +11.7% | -18.5% | -5.9% |
| 30D | -29.3% | +19.3% | -48.6% | -28.4% |
| 3M | -44.8% | +8.9% | -53.7% | -44.1% |
| 6M | -68.4% | +28.2% | -96.5% | -68.4% |
| YTD | -36.4% | +18.4% | -54.7% | -35.5% |
| 1Y | +0.7% | +20.6% | -19.9% | +1.4% |
| 3Y | +455.3% | -0.6% | +455.9% | +478.6% |
| All | +455.3% | +0.1% | +455.2% | +478.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling