-17.4%
ZBH vs ACWI
+54.8%
-72.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.1% | -1.2% |
| 7D | +11.7% | -2.4% | +14.1% | +13.5% |
| 30D | +19.3% | -5.2% | +24.5% | +23.4% |
| 3M | +8.9% | -4.8% | +13.8% | +12.3% |
| 6M | +28.2% | -1.3% | +29.5% | +28.6% |
| YTD | +18.4% | +8.4% | +10.0% | +11.3% |
| 1Y | +20.6% | +11.0% | +9.5% | +11.5% |
| 3Y | -0.6% | +70.6% | -71.2% | -34.9% |
| All | -17.4% | +54.8% | -72.2% | -41.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling