+7.9%
ZBH vs AEIS
+6.2%
+1.6%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | -11.1% | +24.6% | +11.7% |
| 7D | +14.3% | -12.7% | +27.0% | +12.3% |
| 30D | +20.3% | -28.8% | +49.1% | +15.5% |
| 3M | +15.3% | -38.0% | +53.3% | +9.4% |
| 6M | +33.9% | -45.3% | +79.2% | +27.5% |
| YTD | +23.5% | +1.1% | +22.3% | +38.9% |
| 1Y | +7.9% | +8.6% | -0.7% | +29.5% |
| All | +7.9% | +6.2% | +1.6% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 1y: compounded portfolio wealth divided by compounded AEIS 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…
1y analysis · Full analysis span regression · 6 months rolling