+87.0%
PR vs ZBH
+11.3%
+75.7%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +13.5% | -20.0% | -5.3% |
| 7D | -12.1% | +14.3% | -26.4% | -10.9% |
| 30D | +0.9% | +20.3% | -19.4% | +2.3% |
| 3M | +10.1% | +15.3% | -5.1% | +11.6% |
| 6M | +1.1% | +33.9% | -32.8% | +1.6% |
| YTD | +63.7% | +23.5% | +40.2% | +65.0% |
| 1Y | +87.0% | +7.9% | +79.1% | +92.8% |
| All | +87.0% | +11.3% | +75.7% | +92.8% |
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