-9.4%
ZBH vs BB
+104.0%
-113.4%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | +1.2% |
| 7D | -4.7% | -0.4% | -4.3% | -4.7% |
| 30D | -4.5% | -12.5% | +8.0% | -5.0% |
| 3M | +7.6% | -17.4% | +25.0% | +6.0% |
| 6M | +0.3% | +119.1% | -118.9% | -2.8% |
| YTD | +4.5% | +102.4% | -97.8% | +1.0% |
| 1Y | -9.4% | +98.2% | -107.6% | -12.1% |
| All | -9.4% | +104.0% | -113.4% | -12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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