+411.0%
TSM vs ZBH
-19.5%
+430.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.9% | +6.3% | +2.4% |
| 7D | +6.0% | -5.2% | +11.2% | +6.2% |
| 30D | +4.5% | -2.4% | +6.9% | +4.5% |
| 3M | +3.1% | +8.3% | -5.2% | +2.3% |
| 6M | +30.2% | +0.7% | +29.6% | +30.0% |
| YTD | +45.2% | +5.3% | +39.9% | +44.6% |
| 1Y | +79.6% | -9.1% | +88.6% | +80.5% |
| 3Y | +411.0% | -19.7% | +430.7% | +419.4% |
| All | +411.0% | -19.5% | +430.5% | +419.4% |
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 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