-17.4%
ZBH vs TRGP
+863.3%
-880.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.3% |
| 7D | -4.7% | +0.1% | -4.7% | -4.7% |
| 30D | -4.5% | +8.0% | -12.5% | -6.2% |
| 3M | +7.6% | +8.3% | -0.7% | +5.3% |
| 6M | +0.3% | +23.9% | -23.6% | -5.0% |
| YTD | +4.5% | +59.6% | -55.1% | -6.5% |
| 1Y | -9.4% | +79.4% | -88.8% | -21.5% |
| 3Y | -21.5% | +269.4% | -290.9% | -43.8% |
| 5Y | -28.4% | +641.6% | -670.0% | -57.4% |
| All | -17.4% | +863.3% | -880.6% | -63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling