+154.4%
TRV vs ZBH
-29.4%
+183.8%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +1.0% |
| 7D | -1.5% | -6.6% | +5.1% | -0.1% |
| 30D | -1.8% | -4.9% | +3.1% | -0.8% |
| 3M | +21.6% | +5.1% | +16.5% | +19.9% |
| 6M | +22.5% | +1.3% | +21.1% | +21.3% |
| YTD | +28.1% | +3.4% | +24.8% | +26.3% |
| 1Y | +37.0% | -8.7% | +45.7% | +38.2% |
| 3Y | +141.9% | -21.2% | +163.1% | +150.4% |
| All | +154.4% | -29.4% | +183.8% | +168.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling