+15.9%
ABNB vs ZBH
-32.1%
+48.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.1% | -0.2% |
| 7D | -9.5% | -6.6% | -2.9% | -6.9% |
| 30D | -9.4% | -4.9% | -4.4% | -7.4% |
| 3M | +29.9% | +5.1% | +24.7% | +26.9% |
| 6M | +26.6% | +1.3% | +25.2% | +24.9% |
| YTD | +23.5% | +3.4% | +20.2% | +20.5% |
| 1Y | +35.8% | -8.7% | +44.5% | +38.4% |
| 3Y | +15.0% | -21.2% | +36.2% | +23.4% |
| 5Y | +1.5% | -29.2% | +30.7% | +8.7% |
| All | +15.9% | -32.1% | +48.0% | +25.9% |
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