-20.5%
ZBH vs TECH
+1.4%
-22.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | -4.9% | -0.1% | -4.8% | -4.9% |
| 30D | -3.2% | +0.3% | -3.5% | -3.3% |
| 3M | +5.8% | +32.9% | -27.1% | 0.0% |
| 6M | +2.0% | +32.1% | -30.1% | -4.3% |
| YTD | +5.8% | +23.4% | -17.6% | +0.2% |
| 1Y | -7.9% | +34.1% | -42.0% | -14.4% |
| All | -20.5% | +1.4% | -22.0% | -23.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling