+0.3%
ZBH vs BB
+147.9%
-147.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.1% | -1.2% |
| 7D | -2.3% | +1.8% | -4.1% | -2.3% |
| 30D | +12.5% | +8.1% | +4.3% | +12.3% |
| 3M | +3.9% | -1.0% | +4.9% | +3.8% |
| 6M | +25.4% | +45.9% | -20.5% | +22.3% |
| YTD | +15.7% | +134.8% | -119.1% | +10.3% |
| 1Y | +15.2% | +104.6% | -89.4% | +10.3% |
| 3Y | +0.3% | +152.8% | -152.5% | -7.0% |
| All | +0.3% | +147.9% | -147.6% | -7.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling