-52.3%
TEAM vs ZBH
-28.6%
-23.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.1% | -0.5% |
| 7D | -5.2% | -4.7% | -0.5% | -2.9% |
| 30D | +15.8% | -4.5% | +20.3% | +18.4% |
| 3M | +101.5% | +7.6% | +93.9% | +94.3% |
| 6M | +138.2% | +0.3% | +137.9% | +135.8% |
| YTD | +10.8% | +4.5% | +6.3% | +6.8% |
| 1Y | +1.7% | -9.4% | +11.1% | +4.5% |
| 3Y | -16.0% | -21.5% | +5.4% | -8.2% |
| All | -52.3% | -28.6% | -23.7% | -51.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling