+7.9%
ZBH vs AZO
-7.5%
+15.4%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +3.9% | +9.6% | +12.4% |
| 7D | +14.3% | +5.3% | +8.9% | +12.9% |
| 30D | +20.3% | +18.4% | +1.8% | +16.1% |
| 3M | +15.3% | +9.8% | +5.4% | +12.8% |
| 6M | +33.9% | -4.5% | +38.4% | +33.4% |
| YTD | +23.5% | -1.9% | +25.4% | +22.9% |
| 1Y | +7.9% | -9.5% | +17.4% | +8.1% |
| All | +7.9% | -7.5% | +15.4% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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