+199.8%
TER vs ZBH
-5.6%
+205.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.9% | +6.3% | +5.3% |
| 7D | +0.6% | -2.8% | +3.4% | +0.1% |
| 30D | -8.3% | -0.1% | -8.2% | -8.3% |
| 3M | -12.2% | +13.4% | -25.7% | -11.8% |
| 6M | +17.0% | +3.0% | +14.1% | +17.4% |
| YTD | +84.6% | +9.7% | +75.0% | +87.5% |
| 1Y | +199.8% | -5.4% | +205.2% | +210.5% |
| All | +199.8% | -5.6% | +205.4% | +210.5% |
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