+12,772.9%
TDG vs ZBH
+56.8%
+12,716.0%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +1.2% |
| 7D | -2.7% | -6.6% | +3.9% | +0.6% |
| 30D | -9.3% | -4.9% | -4.3% | -7.1% |
| 3M | -7.1% | +5.1% | -12.2% | -9.9% |
| 6M | -11.2% | +1.3% | -12.5% | -12.8% |
| YTD | -15.3% | +3.4% | -18.6% | -17.9% |
| 1Y | -12.5% | -8.7% | -3.8% | -10.9% |
| 3Y | +51.2% | -21.2% | +72.4% | +60.8% |
| 5Y | +126.1% | -29.2% | +155.3% | +149.9% |
| 10Y | +536.2% | -17.5% | +553.7% | +529.4% |
| All | +12,772.9% | +56.8% | +12,716.0% | +8,492.3% |
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