+100.5%
PSA vs ZBH
-16.2%
+116.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.4% |
| 7D | -1.8% | -4.7% | +2.8% | -0.9% |
| 30D | -8.4% | -4.5% | -3.9% | -7.5% |
| 3M | -7.8% | +7.6% | -15.4% | -9.4% |
| 6M | +0.8% | +0.3% | +0.5% | +0.4% |
| YTD | +16.5% | +4.5% | +12.0% | +15.0% |
| 1Y | +4.7% | -9.4% | +14.1% | +5.9% |
| 3Y | +21.1% | -21.5% | +42.5% | +25.2% |
| 5Y | +14.2% | -28.4% | +42.6% | +18.5% |
| All | +100.5% | -16.2% | +116.7% | +94.2% |
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