+48.6%
ZBH vs ACWI
+356.8%
-308.2%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.8% | -0.8% |
| 7D | -2.8% | +0.5% | -3.3% | -3.2% |
| 30D | -0.1% | +0.9% | -1.0% | -0.8% |
| 3M | +13.4% | +2.4% | +11.0% | +10.9% |
| 6M | +3.0% | +12.4% | -9.4% | -6.6% |
| YTD | +9.7% | +15.2% | -5.5% | -2.6% |
| 1Y | -5.4% | +22.7% | -28.1% | -20.2% |
| 3Y | -15.6% | +75.8% | -91.4% | -47.2% |
| 5Y | -28.1% | +67.7% | -95.8% | -53.5% |
| 10Y | -15.2% | +229.0% | -244.2% | -67.0% |
| All | +48.6% | +356.8% | -308.2% | -60.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling