+92.5%
USB vs ZBH
+1.3%
+91.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.0% | +0.9% | -1.4% |
| 7D | -1.5% | +9.6% | -11.1% | -3.7% |
| 30D | +4.3% | +19.1% | -14.9% | 0.0% |
| 3M | -6.1% | +9.1% | -15.2% | -8.2% |
| 6M | +9.4% | +29.4% | -20.0% | +2.4% |
| YTD | +15.2% | +19.8% | -4.6% | +9.4% |
| 1Y | +32.8% | +23.4% | +9.4% | +25.0% |
| All | +92.5% | +1.3% | +91.2% | +78.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling