+8,017.8%
AMD vs ZBH
-18.8%
+8,036.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -3.9% | +9.8% | +7.3% |
| 7D | +10.0% | -5.2% | +15.2% | +12.1% |
| 30D | +4.6% | -2.4% | +7.0% | +5.3% |
| 3M | +3.1% | +8.3% | -5.1% | -1.6% |
| 6M | +162.8% | +0.7% | +162.2% | +156.2% |
| YTD | +136.2% | +5.3% | +130.8% | +124.1% |
| 1Y | +234.0% | -9.1% | +243.1% | +232.9% |
| 3Y | +376.7% | -19.7% | +396.4% | +389.7% |
| 5Y | +376.3% | -31.3% | +407.6% | +421.4% |
| 10Y | +8,017.8% | -18.9% | +8,036.8% | +7,680.9% |
| All | +8,017.8% | -18.8% | +8,036.6% | +7,680.9% |
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