+6.2%
ABNB vs ZBH
-28.6%
+34.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.0% |
| 7D | -6.5% | -4.7% | -1.8% | -4.5% |
| 30D | -5.5% | -4.5% | -1.0% | -3.5% |
| 3M | +30.0% | +7.6% | +22.5% | +25.6% |
| 6M | +27.6% | +0.3% | +27.3% | +26.4% |
| YTD | +25.4% | +4.5% | +20.9% | +21.5% |
| 1Y | +38.3% | -9.4% | +47.7% | +41.8% |
| 3Y | +15.5% | -21.5% | +37.0% | +25.7% |
| All | +6.2% | -28.6% | +34.8% | +11.8% |
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