-9.1%
ZBH vs FGI
+93.1%
-102.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.9% | -5.8% | -3.9% |
| 7D | -5.2% | +5.2% | -10.4% | -5.2% |
| 30D | -2.4% | +65.2% | -67.6% | -2.6% |
| 3M | +8.3% | +30.2% | -21.9% | +8.0% |
| 6M | +0.7% | +87.8% | -87.2% | +0.4% |
| YTD | +5.3% | +32.5% | -27.1% | +5.1% |
| 1Y | -9.1% | +93.6% | -102.7% | -7.9% |
| All | -9.1% | +93.1% | -102.2% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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