-36.7%
ZS vs ZBH
-5.6%
-31.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.9% | -3.6% | -4.4% |
| 7D | -7.8% | -2.8% | -5.0% | -7.6% |
| 30D | +5.0% | -0.1% | +5.1% | +5.0% |
| 3M | +25.5% | +13.4% | +12.1% | +23.9% |
| 6M | +8.7% | +3.0% | +5.7% | +6.6% |
| YTD | -24.5% | +9.7% | -34.2% | -25.6% |
| 1Y | -36.7% | -5.4% | -31.3% | -34.0% |
| All | -36.7% | -5.6% | -31.1% | -34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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