+7.9%
ZBH vs IAG
+56.5%
-48.6%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +10.2% | +3.3% | +13.0% |
| 7D | +14.3% | +1.1% | +13.2% | +13.9% |
| 30D | +20.3% | -5.3% | +25.6% | +20.0% |
| 3M | +15.3% | +18.0% | -2.8% | +14.6% |
| 6M | +33.9% | +7.1% | +26.8% | +33.1% |
| YTD | +23.5% | +5.9% | +17.5% | +26.0% |
| 1Y | +7.9% | +59.4% | -51.5% | +20.9% |
| All | +7.9% | +56.5% | -48.6% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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