-28.7%
ZBH vs BLDR
+10.9%
-39.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.4% | -1.2% | +0.7% |
| 7D | -4.7% | -8.2% | +3.6% | -3.2% |
| 30D | -4.5% | -16.6% | +12.1% | -1.5% |
| 3M | +7.6% | -23.2% | +30.7% | +12.0% |
| 6M | +0.3% | -33.7% | +34.0% | +6.7% |
| YTD | +4.5% | -41.3% | +45.9% | +12.9% |
| 1Y | -9.4% | -58.8% | +49.4% | +4.0% |
| 3Y | -21.5% | -57.5% | +36.0% | -14.4% |
| All | -28.7% | +10.9% | -39.6% | -38.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling