+17.4%
ZBH vs RY
+39.8%
-22.4%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.5% |
| 7D | -2.1% | -0.5% | -1.6% | -1.9% |
| 30D | +13.6% | +4.7% | +8.8% | +12.6% |
| 3M | +7.1% | -4.5% | +11.6% | +8.3% |
| 6M | +26.1% | +12.5% | +13.5% | +21.0% |
| YTD | +17.2% | +21.1% | -3.9% | +9.1% |
| 1Y | +17.4% | +38.6% | -21.3% | +1.1% |
| All | +17.4% | +39.8% | -22.4% | +1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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