+210.1%
W vs ZBH
+17.7%
+192.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +1.3% |
| 7D | +0.2% | -2.3% | +2.4% | +1.8% |
| 30D | +6.8% | +12.5% | -5.7% | -1.1% |
| 3M | +10.7% | +3.9% | +6.7% | +7.7% |
| 6M | +86.3% | +25.4% | +60.9% | +57.6% |
| YTD | +11.5% | +15.7% | -4.2% | -2.4% |
| 1Y | +5.1% | +15.2% | -10.1% | -7.6% |
| 3Y | +171.0% | +0.3% | +170.7% | +149.9% |
| 5Y | -56.6% | -16.1% | -40.6% | -52.7% |
| All | +210.1% | +17.7% | +192.4% | +128.3% |
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