+149.7%
XBI vs ZBH
-16.2%
+165.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.8% |
| 7D | -4.6% | -4.7% | 0.0% | -2.9% |
| 30D | -2.0% | -4.5% | +2.5% | -0.3% |
| 3M | +17.8% | +7.6% | +10.2% | +13.5% |
| 6M | +23.7% | +0.3% | +23.4% | +22.1% |
| YTD | +28.2% | +4.5% | +23.7% | +23.9% |
| 1Y | +64.0% | -9.4% | +73.4% | +66.5% |
| 3Y | +99.4% | -21.5% | +120.9% | +111.2% |
| 5Y | +19.3% | -28.4% | +47.7% | +29.8% |
| All | +149.7% | -16.2% | +165.9% | +134.4% |
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 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