+8.6%
ALB vs ZBH
+11.3%
-2.7%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +13.5% | -8.2% | +4.5% |
| 7D | -2.1% | +14.3% | -16.3% | -2.8% |
| 30D | -9.0% | +20.3% | -29.3% | -9.7% |
| 3M | -21.1% | +15.3% | -36.4% | -21.6% |
| 6M | -49.9% | +33.9% | -83.8% | -51.1% |
| YTD | -32.3% | +23.5% | -55.8% | -31.4% |
| 1Y | +8.6% | +7.9% | +0.7% | +10.6% |
| All | +8.6% | +11.3% | -2.7% | +10.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling