+92.5%
PR vs ZBH
+1.0%
+91.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.7% | +4.7% | +2.1% |
| 7D | +6.7% | -2.1% | +8.8% | +6.8% |
| 30D | -6.1% | +13.6% | -19.7% | -7.1% |
| 3M | +6.9% | +7.1% | -0.2% | +6.4% |
| 6M | +14.6% | +26.1% | -11.5% | +11.3% |
| YTD | +66.1% | +17.2% | +48.9% | +62.5% |
| 1Y | +77.0% | +17.4% | +59.6% | +73.1% |
| All | +92.5% | +1.0% | +91.6% | +88.0% |
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 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