-18.9%
ZBH vs ACWI
+226.0%
-244.9%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.5% | -3.5% |
| 7D | -5.2% | +1.1% | -6.3% | -6.1% |
| 30D | -2.4% | -0.2% | -2.2% | -2.3% |
| 3M | +8.3% | +4.7% | +3.6% | +3.7% |
| 6M | +0.7% | +14.5% | -13.8% | -11.0% |
| YTD | +5.3% | +14.6% | -9.3% | -7.2% |
| 1Y | -9.1% | +21.4% | -30.5% | -24.0% |
| 3Y | -19.7% | +77.6% | -97.3% | -53.6% |
| 5Y | -31.3% | +68.1% | -99.4% | -58.4% |
| 10Y | -18.9% | +226.1% | -245.1% | -75.8% |
| All | -18.9% | +226.0% | -244.9% | -75.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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