+302.0%
TRV vs ZBH
-16.2%
+318.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +0.9% | +1.7% |
| 7D | +1.9% | -4.7% | +6.6% | +3.4% |
| 30D | +1.7% | -4.5% | +6.2% | +3.1% |
| 3M | +23.9% | +7.6% | +16.3% | +20.6% |
| 6M | +26.3% | +0.3% | +26.0% | +25.0% |
| YTD | +30.8% | +4.5% | +26.3% | +27.6% |
| 1Y | +36.3% | -9.4% | +45.7% | +38.4% |
| 3Y | +145.0% | -21.5% | +166.5% | +156.7% |
| 5Y | +163.9% | -28.4% | +192.3% | +180.3% |
| All | +302.0% | -16.2% | +318.2% | +284.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling