+114,383.3%
AAPL vs ZBH
+272.6%
+114,110.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.9% | +2.8% | +0.2% |
| 7D | -2.7% | -5.2% | +2.5% | -1.0% |
| 30D | +1.0% | -2.4% | +3.4% | +1.8% |
| 3M | +5.0% | +8.3% | -3.3% | +1.7% |
| 6M | +23.0% | +0.7% | +22.4% | +21.5% |
| YTD | +16.6% | +5.3% | +11.3% | +13.1% |
| 1Y | +33.4% | -9.1% | +42.5% | +35.1% |
| 3Y | +79.9% | -19.7% | +99.6% | +86.8% |
| 5Y | +109.0% | -31.3% | +140.3% | +126.8% |
| 10Y | +1,210.4% | -18.9% | +1,229.4% | +1,174.9% |
| All | +114,383.3% | +272.6% | +114,110.7% | +67,917.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling