+148.2%
TT vs ZBH
-31.0%
+179.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | +1.4% | -4.9% | +6.3% | +2.5% |
| 30D | -6.7% | -3.2% | -3.4% | -6.0% |
| 3M | -5.4% | +5.8% | -11.3% | -7.0% |
| 6M | +4.4% | +2.0% | +2.4% | +3.3% |
| YTD | +14.9% | +5.8% | +9.1% | +12.4% |
| 1Y | +9.3% | -7.9% | +17.2% | +10.2% |
| 3Y | +121.7% | -19.4% | +141.1% | +130.1% |
| 5Y | +148.2% | -29.5% | +177.7% | +148.4% |
| All | +148.2% | -31.0% | +179.1% | +148.4% |
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 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