+7.9%
ZBH vs HDB
-32.8%
+40.7%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +5.6% | +7.9% | +11.8% |
| 7D | +14.3% | +12.9% | +1.4% | +10.8% |
| 30D | +20.3% | +10.0% | +10.2% | +17.3% |
| 3M | +15.3% | +1.8% | +13.4% | +14.3% |
| 6M | +33.9% | -2.1% | +36.0% | +34.0% |
| YTD | +23.5% | -33.4% | +56.9% | +22.9% |
| 1Y | +7.9% | -32.9% | +40.8% | +7.3% |
| All | +7.9% | -32.8% | +40.7% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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