+398.6%
ZS vs ZBH
-11.1%
+409.7%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.3% |
| 7D | -3.1% | -4.7% | +1.6% | -1.7% |
| 30D | -7.2% | -4.5% | -2.7% | -6.0% |
| 3M | +30.5% | +7.6% | +22.9% | +27.3% |
| 6M | +7.0% | +0.3% | +6.7% | +6.2% |
| YTD | -26.8% | +4.5% | -31.4% | -28.4% |
| 1Y | -42.6% | -9.4% | -33.2% | -41.8% |
| 3Y | -0.3% | -21.5% | +21.2% | +4.0% |
| 5Y | -39.2% | -28.4% | -10.8% | -35.8% |
| All | +398.6% | -11.1% | +409.7% | +390.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling