+6,322.0%
SHW vs ZBH
+287.8%
+6,034.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.7% |
| 7D | -3.2% | -2.8% | -0.4% | -2.3% |
| 30D | -9.5% | -0.1% | -9.4% | -9.5% |
| 3M | +11.5% | +13.4% | -2.0% | +6.8% |
| 6M | -3.5% | +3.0% | -6.5% | -4.9% |
| YTD | +3.7% | +9.7% | -5.9% | +0.1% |
| 1Y | -7.9% | -5.4% | -2.5% | -7.3% |
| 3Y | +24.7% | -15.6% | +40.3% | +28.3% |
| 5Y | +13.6% | -28.1% | +41.7% | +21.3% |
| 10Y | +283.0% | -15.2% | +298.2% | +267.7% |
| All | +6,322.0% | +287.8% | +6,034.2% | +3,862.9% |
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