+29.6%
SNOW vs ZBH
-30.2%
+59.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.4% | -0.6% |
| 7D | -2.4% | -4.7% | +2.2% | -1.1% |
| 30D | -1.0% | -4.5% | +3.5% | +0.3% |
| 3M | +36.9% | +7.6% | +29.3% | +33.1% |
| 6M | +83.4% | +0.3% | +83.1% | +81.7% |
| YTD | +50.0% | +4.5% | +45.4% | +46.5% |
| 1Y | +46.5% | -9.4% | +55.9% | +48.6% |
| 3Y | +93.3% | -21.5% | +114.8% | +103.4% |
| 5Y | +3.3% | -28.4% | +31.7% | +4.6% |
| All | +29.6% | -30.2% | +59.8% | +36.5% |
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