+741.5%
TT vs ZBH
+20.1%
+721.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.8% | +0.9% |
| 7D | +3.5% | -2.4% | +5.9% | +4.4% |
| 30D | -11.0% | +16.6% | -27.6% | -15.9% |
| 3M | -12.0% | +10.8% | -22.8% | -15.6% |
| 6M | -10.4% | +35.8% | -46.2% | -20.7% |
| YTD | +9.9% | +20.5% | -10.5% | +0.9% |
| 1Y | +1.5% | +22.7% | -21.3% | -7.5% |
| 3Y | +93.7% | +4.9% | +88.8% | +80.3% |
| 5Y | +139.2% | -12.8% | +152.0% | +137.7% |
| 10Y | +741.5% | +22.7% | +718.8% | +599.5% |
| All | +741.5% | +20.1% | +721.4% | +599.5% |
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 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