+7.9%
ZBH vs BTSG
+111.7%
-103.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | -0.1% | +13.5% | +13.5% |
| 7D | +14.3% | +17.4% | -3.1% | +13.8% |
| 30D | +20.3% | +12.6% | +7.7% | +20.0% |
| 3M | +15.3% | +11.2% | +4.1% | +14.8% |
| 6M | +33.9% | +30.4% | +3.6% | +31.2% |
| YTD | +23.5% | +86.4% | -62.9% | +18.1% |
| 1Y | +7.9% | +117.9% | -110.0% | +2.1% |
| All | +7.9% | +111.7% | -103.8% | +2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 1y: compounded portfolio wealth divided by compounded BTSG 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…
1y analysis · Full analysis span regression · 6 months rolling