-31.3%
ZBH vs TMF
-87.6%
+56.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.1% | -3.8% | -3.9% |
| 7D | -5.2% | +1.0% | -6.2% | -5.3% |
| 30D | -2.4% | -1.8% | -0.6% | -2.3% |
| 3M | +8.3% | -8.2% | +16.5% | +8.8% |
| 6M | +0.7% | -19.5% | +20.2% | +1.9% |
| YTD | +5.3% | -16.0% | +21.3% | +6.4% |
| 1Y | -9.1% | -22.5% | +13.4% | -7.7% |
| 3Y | -19.7% | -42.3% | +22.6% | -18.3% |
| 5Y | -31.3% | -87.7% | +56.4% | -36.3% |
| All | -31.3% | -87.6% | +56.3% | -36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded TMF 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling