+94.6%
ROIV vs ZBH
+23.3%
+71.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.2% |
| 7D | +14.3% | +10.6% | +3.7% | +14.9% |
| 30D | +16.2% | +20.4% | -4.2% | +18.5% |
| 3M | +15.1% | +10.0% | +5.1% | +15.6% |
| 6M | +44.2% | +31.0% | +13.2% | +44.6% |
| YTD | +89.8% | +20.3% | +69.5% | +88.0% |
| 1Y | +94.6% | +22.2% | +72.3% | +89.9% |
| All | +94.6% | +23.3% | +71.3% | +89.9% |
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 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