+277.2%
TER vs ZBH
-19.5%
+296.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.9% | +8.1% | +4.5% |
| 7D | +11.0% | -5.2% | +16.2% | +11.4% |
| 30D | -1.9% | -2.4% | +0.5% | -1.9% |
| 3M | -0.7% | +8.3% | -8.9% | -2.8% |
| 6M | +36.4% | +0.7% | +35.7% | +35.1% |
| YTD | +92.4% | +5.3% | +87.1% | +89.2% |
| 1Y | +213.5% | -9.1% | +222.6% | +214.8% |
| 3Y | +277.2% | -19.7% | +296.9% | +289.7% |
| All | +277.2% | -19.5% | +296.7% | +289.7% |
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