+66.2%
PWR vs ZBH
-5.6%
+71.8%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +0.5% |
| 7D | +3.6% | -2.8% | +6.4% | +3.1% |
| 30D | -8.6% | -0.1% | -8.5% | -8.5% |
| 3M | -13.2% | +13.4% | -26.6% | -12.0% |
| 6M | +9.9% | +3.0% | +6.9% | +10.5% |
| YTD | +48.0% | +9.7% | +38.4% | +50.9% |
| 1Y | +66.2% | -5.4% | +71.6% | +67.0% |
| All | +66.2% | -5.6% | +71.8% | +67.0% |
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 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