-17.0%
TEAM vs ZBH
-19.7%
+2.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.7% |
| 7D | -4.7% | -4.9% | +0.2% | -3.6% |
| 30D | +17.0% | -3.2% | +20.3% | +17.9% |
| 3M | +85.9% | +5.8% | +80.1% | +84.1% |
| 6M | +116.7% | +2.0% | +114.7% | +115.4% |
| YTD | +9.6% | +5.8% | +3.8% | +8.1% |
| 1Y | -2.5% | -7.9% | +5.4% | -1.7% |
| All | -17.0% | -19.7% | +2.8% | -11.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling