+193.4%
AMAT vs ZBH
-9.7%
+203.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.9% | +7.9% | +3.0% |
| 7D | +7.0% | -5.2% | +12.2% | +5.7% |
| 30D | -12.2% | -2.4% | -9.8% | -12.7% |
| 3M | -3.8% | +8.3% | -12.1% | -3.2% |
| 6M | +45.9% | +0.7% | +45.3% | +48.1% |
| YTD | +84.6% | +5.3% | +79.3% | +89.1% |
| 1Y | +193.4% | -9.1% | +202.4% | +204.5% |
| All | +193.4% | -9.7% | +203.0% | +204.5% |
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