+305.7%
ZBH vs TECH
+1,114.4%
-808.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +3.6% |
| 6M | +25.4% | +62.8% | -37.4% | +8.4% |
| YTD | +15.7% | +24.5% | -8.8% | +6.2% |
| 1Y | +15.2% | +20.6% | -5.5% | +6.6% |
| 3Y | +0.3% | +29.5% | -29.1% | -12.9% |
| 5Y | -16.1% | -40.9% | +24.9% | -10.1% |
| 10Y | +17.8% | +189.5% | -171.7% | -24.5% |
| All | +305.7% | +1,114.4% | -808.8% | +90.6% |
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