+7.9%
ZBH vs AR
+14.7%
-6.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | -6.3% | +19.7% | +13.0% |
| 7D | +14.3% | -11.1% | +25.4% | +13.7% |
| 30D | +20.3% | +7.9% | +12.4% | +19.7% |
| 3M | +15.3% | +4.9% | +10.4% | +14.9% |
| 6M | +33.9% | -5.3% | +39.3% | +33.3% |
| YTD | +23.5% | +8.6% | +14.9% | +22.8% |
| 1Y | +7.9% | +13.7% | -5.8% | +6.5% |
| All | +7.9% | +14.7% | -6.8% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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