+7.9%
ZBH vs Q
+19.7%
-11.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | -0.1% | +13.6% | +13.5% |
| 7D | +14.3% | -3.3% | +17.5% | +14.2% |
| 30D | +20.3% | -9.7% | +30.0% | +20.2% |
| 3M | +15.3% | -16.1% | +31.4% | +15.4% |
| 6M | +33.9% | -15.7% | +49.6% | +32.7% |
| YTD | +23.5% | +45.7% | -22.3% | +17.1% |
| 1Y | +7.9% | +18.0% | -10.1% | +5.2% |
| All | +7.9% | +19.7% | -11.8% | +5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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