+4,639.8%
TT vs ZBH
+309.2%
+4,330.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -0.9% |
| 7D | +4.0% | -2.3% | +6.3% | +5.1% |
| 30D | -11.3% | +12.5% | -23.8% | -16.4% |
| 3M | -12.3% | +3.9% | -16.2% | -14.8% |
| 6M | -10.8% | +25.4% | -36.3% | -20.9% |
| YTD | +8.2% | +15.7% | -7.5% | -1.6% |
| 1Y | +1.5% | +15.2% | -13.7% | -7.6% |
| 3Y | +91.5% | +0.3% | +91.1% | +77.7% |
| 5Y | +130.2% | -16.1% | +146.3% | +128.7% |
| 10Y | +727.9% | +17.8% | +710.1% | +549.1% |
| All | +4,639.8% | +309.2% | +4,330.6% | +2,026.8% |
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