+45.2%
ZBH vs AVAV
+478.6%
-433.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.9% | -0.7% |
| 7D | -2.8% | -2.2% | -0.6% | -2.6% |
| 30D | -0.1% | -13.9% | +13.8% | +1.4% |
| 3M | +13.4% | -29.2% | +42.7% | +16.8% |
| 6M | +3.0% | -36.1% | +39.1% | +6.6% |
| YTD | +9.7% | -40.2% | +49.9% | +13.0% |
| 1Y | -5.4% | -36.2% | +30.8% | -4.2% |
| 3Y | -15.6% | +47.5% | -63.1% | -27.5% |
| 5Y | -28.1% | +39.3% | -67.4% | -39.8% |
| 10Y | -15.2% | +482.6% | -497.8% | -46.0% |
| All | +45.2% | +478.6% | -433.4% | -12.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling