-20.5%
ZBH vs BLDR
-56.4%
+35.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.9% | +2.3% | +0.7% |
| 7D | -4.9% | -2.7% | -2.2% | -4.5% |
| 30D | -3.2% | -14.7% | +11.5% | -1.1% |
| 3M | +5.8% | -20.8% | +26.7% | +9.0% |
| 6M | +2.0% | -35.3% | +37.3% | +7.8% |
| YTD | +5.8% | -40.3% | +46.1% | +12.5% |
| 1Y | -7.9% | -56.3% | +48.4% | +2.2% |
| All | -20.5% | -56.4% | +35.8% | -15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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