+1.3%
U vs ZBH
-7.7%
+8.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.1% | +3.4% | +4.9% |
| 7D | +5.5% | -4.7% | +10.2% | +3.9% |
| 30D | -1.3% | -4.5% | +3.2% | -2.8% |
| 3M | +64.6% | +7.6% | +57.0% | +70.5% |
| 6M | +119.4% | +0.3% | +119.1% | +116.9% |
| YTD | -0.5% | +4.5% | -5.0% | +4.2% |
| 1Y | +1.3% | -9.4% | +10.7% | -6.6% |
| All | +1.3% | -7.7% | +8.9% | -6.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling