+7.9%
ZBH vs PFG
+46.8%
-38.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +4.1% | +9.4% | +11.6% |
| 7D | +14.3% | +4.9% | +9.4% | +12.1% |
| 30D | +20.3% | +5.7% | +14.6% | +17.6% |
| 3M | +15.3% | +2.6% | +12.7% | +14.0% |
| 6M | +33.9% | +19.8% | +14.2% | +24.1% |
| YTD | +23.5% | +36.3% | -12.8% | +5.6% |
| 1Y | +7.9% | +47.9% | -40.0% | -14.6% |
| All | +7.9% | +46.8% | -38.9% | -14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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