+7.9%
ZBH vs RVTY
+74.0%
-66.1%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | -2.5% | +16.0% | +13.9% |
| 7D | +14.3% | -3.6% | +17.8% | +14.9% |
| 30D | +20.3% | +1.4% | +18.9% | +19.8% |
| 3M | +15.3% | +43.2% | -27.9% | +7.1% |
| 6M | +33.9% | +84.5% | -50.5% | +18.9% |
| YTD | +23.5% | +65.2% | -41.7% | +7.8% |
| 1Y | +7.9% | +74.3% | -66.4% | -8.5% |
| All | +7.9% | +74.0% | -66.1% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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