+59.3%
USAR vs ZBH
-33.1%
+92.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.3% | -3.7% | -6.0% |
| 7D | -9.3% | -6.6% | -2.8% | -9.5% |
| 30D | -15.2% | -4.9% | -10.3% | -15.3% |
| 3M | -21.1% | +5.1% | -26.2% | -21.2% |
| 6M | -21.6% | +1.3% | -22.9% | -21.5% |
| YTD | +34.8% | +3.4% | +31.4% | +35.3% |
| 1Y | +15.6% | -8.7% | +24.3% | +16.1% |
| 3Y | +57.7% | -21.2% | +78.9% | +57.9% |
| All | +59.3% | -33.1% | +92.4% | +60.0% |
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