+19.3%
ZBH vs AVAV
+358.8%
-339.5%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.7% | +1.8% | -0.7% |
| 7D | +10.6% | 0.0% | +10.6% | +10.3% |
| 30D | +20.4% | -9.9% | +30.3% | +21.2% |
| 3M | +10.0% | -34.7% | +44.8% | +13.9% |
| 6M | +31.0% | -26.6% | +57.7% | +32.6% |
| YTD | +20.3% | -48.9% | +69.3% | +24.7% |
| 1Y | +22.2% | -63.0% | +85.3% | +31.1% |
| 3Y | +4.7% | +1.6% | +3.2% | -6.0% |
| 5Y | -13.7% | +34.5% | -48.2% | -28.5% |
| 10Y | +19.3% | +359.3% | -340.0% | -16.3% |
| All | +19.3% | +358.8% | -339.5% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 10y: compounded portfolio wealth divided by compounded AVAV 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…
10y analysis · Full analysis span regression · 6 months rolling