-15.2%
ZBH vs BIYA
-99.8%
+84.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -2.3% |
| 7D | -6.6% | -1.3% | -5.2% | -6.6% |
| 30D | -4.9% | -15.9% | +11.0% | -5.2% |
| 3M | +5.1% | -81.2% | +86.4% | +4.8% |
| 6M | +1.3% | -88.2% | +89.6% | +4.3% |
| YTD | +3.4% | -94.1% | +97.5% | +6.4% |
| 1Y | -8.7% | -98.7% | +90.0% | -5.6% |
| All | -15.2% | -99.8% | +84.5% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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