+7.9%
ZBH vs GFI
+6.9%
+1.0%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +6.3% | +7.1% | +13.1% |
| 7D | +14.3% | +1.4% | +12.8% | +14.0% |
| 30D | +20.3% | +3.0% | +17.3% | +20.0% |
| 3M | +15.3% | +10.2% | +5.1% | +14.4% |
| 6M | +33.9% | -10.1% | +44.0% | +33.5% |
| YTD | +23.5% | -11.4% | +34.9% | +25.6% |
| 1Y | +7.9% | +8.4% | -0.5% | +15.9% |
| All | +7.9% | +6.9% | +1.0% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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