-10.5%
TEM vs ZBH
+11.3%
-21.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +13.5% | -16.3% | -5.9% |
| 7D | -1.3% | +14.3% | -15.6% | -4.5% |
| 30D | -9.5% | +20.3% | -29.8% | -13.8% |
| 3M | +60.7% | +15.3% | +45.4% | +54.2% |
| 6M | +35.5% | +33.9% | +1.5% | +22.6% |
| YTD | +28.0% | +23.5% | +4.6% | +19.9% |
| 1Y | -10.5% | +7.9% | -18.4% | -13.1% |
| All | -10.5% | +11.3% | -21.8% | -13.1% |
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