+38.5%
TNA vs ZBH
+11.3%
+27.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +13.5% | -9.1% | +1.4% |
| 7D | +2.4% | +14.3% | -11.9% | -0.6% |
| 30D | -0.9% | +20.3% | -21.2% | -4.9% |
| 3M | -19.2% | +15.3% | -34.5% | -21.9% |
| 6M | -0.8% | +33.9% | -34.8% | -8.0% |
| YTD | +33.2% | +23.5% | +9.7% | +28.8% |
| 1Y | +38.5% | +7.9% | +30.6% | +34.3% |
| All | +38.5% | +11.3% | +27.2% | +34.3% |
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 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