-7.9%
ZBH vs ALHC
-19.3%
+11.4%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.2% | +3.6% | +0.6% |
| 7D | -4.9% | -4.1% | -0.8% | -4.7% |
| 30D | -3.2% | -5.4% | +2.2% | -2.9% |
| 3M | +5.8% | -32.1% | +38.0% | +7.8% |
| 6M | +2.0% | -28.5% | +30.5% | +1.6% |
| YTD | +5.8% | -34.0% | +39.8% | +5.0% |
| 1Y | -7.9% | -20.9% | +13.0% | -11.7% |
| All | -7.9% | -19.3% | +11.4% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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