+17.4%
ZBH vs TMF
-29.9%
+47.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.4% | +1.7% | -1.7% |
| 7D | -2.1% | -8.2% | +6.0% | -0.3% |
| 30D | +13.6% | +5.3% | +8.2% | +13.0% |
| 3M | +7.1% | -8.5% | +15.6% | +8.9% |
| 6M | +26.1% | -17.2% | +43.3% | +30.7% |
| YTD | +17.2% | -23.4% | +40.6% | +22.2% |
| 1Y | +17.4% | -30.2% | +47.6% | +27.3% |
| All | +17.4% | -29.9% | +47.2% | +27.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling