+7.9%
ZBH vs PTC
+0.1%
+7.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +0.6% | +12.9% | +13.4% |
| 7D | +14.3% | +0.1% | +14.2% | +14.3% |
| 30D | +20.3% | +1.5% | +18.8% | +20.1% |
| 3M | +15.3% | +37.8% | -22.5% | +9.8% |
| 6M | +33.9% | +41.2% | -7.3% | +26.1% |
| YTD | +23.5% | +12.0% | +11.4% | +19.1% |
| 1Y | +7.9% | +1.6% | +6.3% | +5.2% |
| All | +7.9% | +0.1% | +7.8% | +5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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