+64.6%
ZBH vs ACWI
+341.2%
-276.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | 0.0% | +0.6% |
| 7D | +11.3% | +0.3% | +11.0% | +11.1% |
| 30D | +21.5% | -2.8% | +24.4% | +24.3% |
| 3M | +12.5% | -3.2% | +15.6% | +15.3% |
| 6M | +32.3% | +1.3% | +31.0% | +30.2% |
| YTD | +21.4% | +11.2% | +10.2% | +10.8% |
| 1Y | +23.7% | +13.8% | +10.0% | +10.9% |
| 3Y | +7.0% | +76.2% | -69.2% | -33.3% |
| 5Y | -13.2% | +59.5% | -72.7% | -41.6% |
| 10Y | +19.3% | +222.2% | -202.9% | -52.8% |
| All | +64.6% | +341.2% | -276.6% | -55.5% |
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