-28.5%
ZBH vs ALHC
-30.1%
+1.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.8% | -0.9% |
| 7D | -2.8% | -0.6% | -2.2% | -2.8% |
| 30D | -0.1% | -1.0% | +0.9% | -0.1% |
| 3M | +13.4% | -10.2% | +23.6% | +13.4% |
| 6M | +3.0% | -28.3% | +31.3% | +4.1% |
| YTD | +9.7% | -31.4% | +41.1% | +11.0% |
| 1Y | -5.4% | -16.9% | +11.5% | -5.5% |
| 3Y | -15.6% | +135.5% | -151.1% | -25.0% |
| All | -28.5% | -30.1% | +1.6% | -32.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling