+2,479.5%
PSA vs ZBH
+272.6%
+2,206.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.9% | +3.8% | +1.1% |
| 7D | -0.4% | -5.2% | +4.8% | +1.2% |
| 30D | -8.2% | -2.4% | -5.7% | -7.5% |
| 3M | -2.1% | +8.3% | -10.4% | -4.7% |
| 6M | -0.2% | +0.7% | -0.9% | -0.9% |
| YTD | +18.5% | +5.3% | +13.2% | +15.9% |
| 1Y | +6.6% | -9.1% | +15.7% | +8.3% |
| 3Y | +24.5% | -19.7% | +44.1% | +29.7% |
| 5Y | +13.6% | -31.3% | +44.9% | +22.0% |
| 10Y | +102.0% | -18.9% | +120.9% | +91.2% |
| All | +2,479.5% | +272.6% | +2,206.9% | +1,565.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling