-15.3%
ZBH vs BB
-17.6%
+2.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.1% | -1.1% |
| 7D | -2.3% | +1.8% | -4.1% | -2.4% |
| 30D | +12.5% | +8.1% | +4.3% | +11.5% |
| 3M | +3.9% | -1.0% | +4.9% | +3.5% |
| 6M | +25.4% | +45.9% | -20.5% | +18.1% |
| YTD | +15.7% | +134.8% | -119.1% | +2.9% |
| 1Y | +15.2% | +104.6% | -89.4% | +3.8% |
| 3Y | +0.3% | +152.8% | -152.5% | -16.2% |
| All | -15.3% | -17.6% | +2.3% | -10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling