+269.3%
ZBH vs TECH
+1,104.9%
-835.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.2% | -3.8% | -3.9% |
| 7D | -5.2% | +0.2% | -5.4% | -5.3% |
| 30D | -2.4% | +0.1% | -2.6% | -2.4% |
| 3M | +8.3% | +37.5% | -29.2% | -1.7% |
| 6M | +0.7% | +34.6% | -33.9% | -9.2% |
| YTD | +5.3% | +23.5% | -18.1% | -3.1% |
| 1Y | -9.1% | +34.4% | -43.5% | -18.7% |
| 3Y | -19.7% | +2.3% | -22.0% | -25.3% |
| 5Y | -31.3% | -41.7% | +10.4% | -26.3% |
| 10Y | -18.9% | +177.6% | -196.6% | -47.5% |
| All | +269.3% | +1,104.9% | -835.6% | +73.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling