+91.5%
USB vs ZBH
+0.1%
+91.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.2% |
| 7D | 0.0% | +11.7% | -11.7% | -2.7% |
| 30D | +5.8% | +19.3% | -13.5% | +1.4% |
| 3M | -6.0% | +8.9% | -14.9% | -8.1% |
| 6M | +7.8% | +28.2% | -20.4% | +1.1% |
| YTD | +14.6% | +18.4% | -3.8% | +9.1% |
| 1Y | +31.8% | +20.6% | +11.2% | +24.8% |
| 3Y | +91.5% | -0.6% | +92.1% | +77.6% |
| All | +91.5% | +0.1% | +91.4% | +77.6% |
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 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