+91.7%
USB vs ZBH
+13.5%
+78.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | 0.0% |
| 7D | 0.0% | +11.7% | -11.7% | -5.1% |
| 30D | +5.8% | +19.3% | -13.5% | -2.4% |
| 3M | -6.0% | +8.9% | -14.9% | -10.1% |
| 6M | +7.8% | +28.2% | -20.4% | -4.8% |
| YTD | +14.6% | +18.4% | -3.8% | +4.0% |
| 1Y | +31.8% | +20.6% | +11.2% | +18.5% |
| 3Y | +91.5% | -0.6% | +92.1% | +82.4% |
| 5Y | +22.0% | -19.7% | +41.8% | +27.2% |
| All | +91.7% | +13.5% | +78.2% | +78.5% |
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