+124.8%
AAPL vs ZBH
-31.2%
+155.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.3% | +5.9% | +4.2% |
| 7D | -0.5% | -6.6% | +6.1% | +1.5% |
| 30D | +7.1% | -4.9% | +12.0% | +8.6% |
| 3M | +12.1% | +5.1% | +7.0% | +10.0% |
| 6M | +25.4% | +1.3% | +24.1% | +23.8% |
| YTD | +20.5% | +3.4% | +17.1% | +17.8% |
| 1Y | +44.5% | -8.7% | +53.2% | +46.3% |
| 3Y | +85.8% | -21.2% | +107.0% | +96.0% |
| 5Y | +124.8% | -29.2% | +154.0% | +134.3% |
| All | +124.8% | -31.2% | +155.9% | +134.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling