+508.5%
TTD vs ZBH
+17.7%
+490.8%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.3% | +2.6% | +2.1% |
| 7D | +21.3% | -2.3% | +23.5% | +23.0% |
| 30D | +28.7% | +12.5% | +16.3% | +20.5% |
| 3M | +7.7% | +3.9% | +3.8% | +5.0% |
| 6M | -23.5% | +25.4% | -48.9% | -32.9% |
| YTD | -58.7% | +15.7% | -74.4% | -62.7% |
| 1Y | -63.4% | +15.2% | -78.6% | -66.9% |
| 3Y | -75.3% | +0.3% | -75.6% | -77.5% |
| 5Y | -84.4% | -16.1% | -68.3% | -83.8% |
| All | +508.5% | +17.7% | +490.8% | +392.5% |
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