+36.3%
TRV vs ZBH
-7.7%
+44.0%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +0.9% | +1.9% |
| 7D | +1.9% | -4.7% | +6.6% | +2.6% |
| 30D | +1.7% | -4.5% | +6.2% | +2.4% |
| 3M | +23.9% | +7.6% | +16.3% | +22.2% |
| 6M | +26.3% | +0.3% | +26.0% | +25.4% |
| YTD | +30.8% | +4.5% | +26.3% | +28.7% |
| 1Y | +36.3% | -9.4% | +45.7% | +37.4% |
| All | +36.3% | -7.7% | +44.0% | +37.4% |
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