+89.2%
USB vs ZBH
+16.4%
+72.8%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.1% | +1.4% |
| 7D | +0.8% | +11.3% | -10.5% | -4.2% |
| 30D | +6.8% | +21.5% | -14.7% | -2.4% |
| 3M | -3.8% | +12.5% | -16.3% | -9.2% |
| 6M | +11.7% | +32.3% | -20.5% | -2.6% |
| YTD | +17.5% | +21.4% | -4.0% | +5.5% |
| 1Y | +33.8% | +23.7% | +10.0% | +18.9% |
| 3Y | +104.2% | +7.0% | +97.2% | +87.7% |
| 5Y | +26.4% | -13.2% | +39.6% | +26.8% |
| 10Y | +89.2% | +19.3% | +69.9% | +74.4% |
| All | +89.2% | +16.4% | +72.8% | +74.4% |
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