+1,278.0%
AAPL vs ZBH
-16.2%
+1,294.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.4% |
| 7D | +3.8% | -4.7% | +8.5% | +5.5% |
| 30D | +9.9% | -4.5% | +14.4% | +11.5% |
| 3M | +12.5% | +7.6% | +4.9% | +9.3% |
| 6M | +27.6% | +0.3% | +27.3% | +26.2% |
| YTD | +22.6% | +4.5% | +18.0% | +19.1% |
| 1Y | +45.0% | -9.4% | +54.4% | +47.0% |
| 3Y | +87.8% | -21.5% | +109.2% | +97.2% |
| 5Y | +128.7% | -28.4% | +157.1% | +144.8% |
| All | +1,278.0% | -16.2% | +1,294.2% | +1,208.5% |
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