-18.3%
ZBH vs TECH
+189.8%
-208.1%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.2% |
| 7D | -6.6% | -0.5% | -6.0% | -6.4% |
| 30D | -4.9% | 0.0% | -4.9% | -4.9% |
| 3M | +5.1% | +37.4% | -32.3% | -4.3% |
| 6M | +1.3% | +36.9% | -35.5% | -8.7% |
| YTD | +3.4% | +23.1% | -19.7% | -4.6% |
| 1Y | -8.7% | +42.2% | -50.9% | -19.6% |
| 3Y | -21.2% | +1.9% | -23.2% | -26.5% |
| 5Y | -29.2% | -42.9% | +13.7% | -22.0% |
| All | -18.3% | +189.8% | -208.1% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling