+4,979.0%
TT vs ZBH
+287.8%
+4,691.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.2% |
| 7D | 0.0% | -2.8% | +2.8% | +1.2% |
| 30D | -7.2% | -0.1% | -7.1% | -7.2% |
| 3M | -3.0% | +13.4% | -16.4% | -9.0% |
| 6M | +1.4% | +3.0% | -1.6% | -1.5% |
| YTD | +15.9% | +9.7% | +6.2% | +9.1% |
| 1Y | +9.4% | -5.4% | +14.8% | +8.8% |
| 3Y | +124.4% | -15.6% | +139.9% | +127.4% |
| 5Y | +138.0% | -28.1% | +166.1% | +155.3% |
| 10Y | +886.4% | -15.2% | +901.6% | +810.9% |
| All | +4,979.0% | +287.8% | +4,691.2% | +2,259.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling