+54.2%
RGTI vs ZBH
-43.0%
+97.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.4% |
| 7D | +0.5% | -4.7% | +5.1% | +1.7% |
| 30D | -17.1% | -4.5% | -12.6% | -16.1% |
| 3M | -26.0% | +7.6% | -33.6% | -28.7% |
| 6M | -9.9% | +0.3% | -10.1% | -11.3% |
| YTD | -31.1% | +4.5% | -35.6% | -33.2% |
| 1Y | -8.5% | -9.4% | +0.9% | -7.7% |
| 3Y | +652.2% | -21.5% | +673.7% | +704.6% |
| 5Y | +56.8% | -28.4% | +85.2% | +61.2% |
| All | +54.2% | -43.0% | +97.2% | +59.1% |
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