+415.0%
TPR vs ZBH
+5.6%
+409.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.2% |
| 7D | +12.1% | +10.6% | +1.5% | +10.3% |
| 30D | +16.7% | +20.4% | -3.7% | +13.5% |
| 3M | -17.4% | +10.0% | -27.4% | -18.7% |
| 6M | +2.3% | +31.0% | -28.8% | -1.7% |
| YTD | +7.1% | +20.3% | -13.2% | +4.2% |
| 1Y | +29.5% | +22.2% | +7.2% | +25.6% |
| 3Y | +415.0% | +4.7% | +410.3% | +346.0% |
| All | +415.0% | +5.6% | +409.5% | +346.0% |
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