+494.0%
TEAM vs ZBH
-17.1%
+511.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.3% | +3.3% | +2.0% |
| 7D | -7.8% | -6.6% | -1.2% | -5.2% |
| 30D | +16.5% | -4.9% | +21.5% | +19.0% |
| 3M | +96.2% | +5.1% | +91.0% | +92.2% |
| 6M | +130.2% | +1.3% | +128.8% | +127.2% |
| YTD | +10.7% | +3.4% | +7.4% | +8.1% |
| 1Y | +3.0% | -8.7% | +11.7% | +4.9% |
| 3Y | -13.1% | -21.2% | +8.1% | -7.9% |
| 5Y | -52.7% | -29.2% | -23.5% | -48.1% |
| All | +494.0% | -17.1% | +511.1% | +463.0% |
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