-15.3%
ZBH vs TECH
-41.0%
+25.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.3% | -1.3% |
| 7D | -2.3% | +0.1% | -2.4% | -2.3% |
| 30D | +12.5% | +0.5% | +11.9% | +12.3% |
| 3M | +3.9% | +1.1% | +2.8% | +3.7% |
| 6M | +25.4% | +62.8% | -37.4% | +11.3% |
| YTD | +15.7% | +24.5% | -8.8% | +8.0% |
| 1Y | +15.2% | +20.6% | -5.5% | +8.3% |
| 3Y | +0.3% | +29.5% | -29.1% | -11.5% |
| All | -15.3% | -41.0% | +25.7% | -10.9% |
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