+7.9%
ZBH vs RRC
+44.7%
-36.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | -3.5% | +17.0% | +13.3% |
| 7D | +14.3% | -6.8% | +21.0% | +14.0% |
| 30D | +20.3% | +34.7% | -14.4% | +20.0% |
| 3M | +15.3% | +31.5% | -16.2% | +15.1% |
| 6M | +33.9% | +21.8% | +12.2% | +33.2% |
| YTD | +23.5% | +48.9% | -25.4% | +22.9% |
| 1Y | +7.9% | +42.1% | -34.2% | +7.8% |
| All | +7.9% | +44.7% | -36.8% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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