-29.5%
ZBH vs TECH
-42.1%
+12.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -1.4% |
| 6M | +2.0% | +32.1% | -30.1% | -5.7% |
| YTD | +5.8% | +23.4% | -17.6% | -1.1% |
| 1Y | -7.9% | +34.1% | -42.0% | -15.9% |
| 3Y | -19.4% | +2.2% | -21.5% | -23.7% |
| 5Y | -29.5% | -41.8% | +12.3% | -26.2% |
| All | -29.5% | -42.1% | +12.6% | -26.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling