+2,542.3%
PWR vs ZBH
+287.8%
+2,254.5%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.1% |
| 7D | +3.6% | -2.8% | +6.4% | +4.9% |
| 30D | -8.6% | -0.1% | -8.5% | -8.8% |
| 3M | -13.2% | +13.4% | -26.6% | -19.1% |
| 6M | +9.9% | +3.0% | +6.9% | +6.2% |
| YTD | +48.0% | +9.7% | +38.4% | +38.4% |
| 1Y | +66.2% | -5.4% | +71.6% | +63.8% |
| 3Y | +195.1% | -15.6% | +210.7% | +197.4% |
| 5Y | +442.6% | -28.1% | +470.7% | +480.9% |
| 10Y | +2,334.2% | -15.2% | +2,349.5% | +2,150.8% |
| All | +2,542.3% | +287.8% | +2,254.5% | +1,039.6% |
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