+2,926.4%
V vs ZBH
+48.5%
+2,877.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.6% |
| 7D | -1.7% | -2.8% | +1.1% | -0.5% |
| 30D | +2.0% | -0.1% | +2.1% | +2.0% |
| 3M | +17.4% | +13.4% | +3.9% | +10.6% |
| 6M | +17.5% | +3.0% | +14.5% | +14.6% |
| YTD | +7.6% | +9.7% | -2.1% | +1.7% |
| 1Y | +7.7% | -5.4% | +13.1% | +7.7% |
| 3Y | +54.7% | -15.6% | +70.2% | +58.6% |
| 5Y | +73.0% | -28.1% | +101.2% | +87.8% |
| 10Y | +390.9% | -15.2% | +406.1% | +360.4% |
| All | +2,926.4% | +48.5% | +2,877.9% | +2,053.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling