+12.8%
TEAM vs ZBH
-5.6%
+18.4%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.8% | -2.4% |
| 7D | -0.4% | -2.8% | +2.4% | +0.2% |
| 30D | +67.3% | -0.1% | +67.4% | +67.2% |
| 3M | +86.8% | +13.4% | +73.4% | +83.0% |
| 6M | +146.8% | +3.0% | +143.8% | +143.3% |
| YTD | +16.9% | +9.7% | +7.3% | +14.1% |
| 1Y | +12.8% | -5.4% | +18.2% | +12.7% |
| All | +12.8% | -5.6% | +18.4% | +12.7% |
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