-17.4%
ZBH vs UUUU
+465.5%
-482.9%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.0% | +6.1% | +1.5% |
| 7D | -4.7% | -10.5% | +5.8% | -3.9% |
| 30D | -4.5% | -10.5% | +6.0% | -3.8% |
| 3M | +7.6% | -14.1% | +21.7% | +8.3% |
| 6M | +0.3% | -35.5% | +35.8% | +2.6% |
| YTD | +4.5% | -10.9% | +15.5% | +2.9% |
| 1Y | -9.4% | +3.4% | -12.7% | -13.2% |
| 3Y | -21.5% | +73.1% | -94.6% | -30.8% |
| 5Y | -28.4% | +87.1% | -115.5% | -40.1% |
| All | -17.4% | +465.5% | -482.9% | -47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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