+15.2%
ZBH vs RACE
-1.0%
+16.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.4% | -2.7% | -1.7% |
| 7D | -2.3% | -1.2% | -1.1% | -1.9% |
| 30D | +12.5% | +6.1% | +6.3% | +11.2% |
| 3M | +3.9% | -0.3% | +4.2% | +4.1% |
| 6M | +25.4% | +23.4% | +2.0% | +19.1% |
| YTD | +15.7% | +12.5% | +3.2% | +11.8% |
| 1Y | +15.2% | -0.5% | +15.6% | +15.0% |
| All | +15.2% | -1.0% | +16.2% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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