+19.4%
ZBH vs ACWI
+225.4%
-205.9%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.2% |
| 7D | -2.1% | +2.7% | -4.8% | -4.3% |
| 30D | +13.6% | -2.6% | +16.1% | +16.1% |
| 3M | +7.1% | -3.2% | +10.3% | +9.9% |
| 6M | +26.1% | +1.9% | +24.2% | +23.3% |
| YTD | +17.2% | +11.3% | +5.9% | +5.8% |
| 1Y | +17.4% | +11.7% | +5.7% | +5.7% |
| 3Y | +2.0% | +74.4% | -72.4% | -40.0% |
| 5Y | -15.0% | +59.5% | -74.4% | -45.8% |
| All | +19.4% | +225.4% | -205.9% | -63.0% |
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