+145.2%
TE vs ZBH
-7.7%
+152.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.5% | +1.3% |
| 7D | +0.2% | -4.7% | +4.9% | -2.4% |
| 30D | -5.9% | -4.5% | -1.4% | -8.2% |
| 3M | -45.6% | +7.6% | -53.1% | -42.8% |
| 6M | -43.4% | +0.3% | -43.6% | -41.0% |
| YTD | -31.0% | +4.5% | -35.5% | -25.1% |
| 1Y | +145.2% | -9.4% | +154.6% | +138.2% |
| All | +145.2% | -7.7% | +152.9% | +138.2% |
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