-4.5%
TT vs ZBH
+11.3%
-15.8%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +13.5% | -15.2% | -1.4% |
| 7D | -8.5% | +14.3% | -22.7% | -8.2% |
| 30D | -12.8% | +20.3% | -33.1% | -12.6% |
| 3M | -12.9% | +15.3% | -28.1% | -12.6% |
| 6M | -15.2% | +33.9% | -49.2% | -15.5% |
| YTD | +6.2% | +23.5% | -17.3% | +6.6% |
| 1Y | -4.5% | +7.9% | -12.4% | -3.7% |
| All | -4.5% | +11.3% | -15.8% | -3.7% |
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