+77.9%
TEM vs ZBH
-0.9%
+78.7%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.3% | -4.4% | -5.0% |
| 7D | -5.9% | -2.3% | -3.6% | -4.6% |
| 30D | +4.8% | +12.5% | -7.7% | -1.9% |
| 3M | +31.9% | +3.9% | +28.0% | +28.5% |
| 6M | +56.0% | +25.4% | +30.6% | +34.1% |
| YTD | +21.3% | +15.7% | +5.6% | +9.0% |
| 1Y | +5.4% | +15.2% | -9.8% | -4.9% |
| All | +77.9% | -0.9% | +78.7% | +65.8% |
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