+7.9%
ZBH vs TRI
-22.4%
+30.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +6.4% | +7.1% | +12.5% |
| 7D | +14.3% | +1.0% | +13.3% | +13.9% |
| 30D | +20.3% | +20.8% | -0.5% | +17.3% |
| 3M | +15.3% | +8.1% | +7.2% | +13.6% |
| 6M | +33.9% | +24.2% | +9.8% | +28.5% |
| YTD | +23.5% | -7.8% | +31.3% | +34.5% |
| 1Y | +7.9% | -16.7% | +24.6% | +26.5% |
| All | +7.9% | -22.4% | +30.3% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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