+7,765.4%
AMD vs ZBH
+17.7%
+7,747.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -1.3% | -7.5% | -8.3% |
| 7D | +18.9% | -2.3% | +21.2% | +20.0% |
| 30D | -6.4% | +12.5% | -18.9% | -10.6% |
| 3M | +10.6% | +3.9% | +6.6% | +8.1% |
| 6M | +19.9% | +25.4% | -5.6% | +7.1% |
| YTD | +149.4% | +15.7% | +133.7% | +127.0% |
| 1Y | +115.4% | +15.2% | +100.2% | +95.9% |
| 3Y | +357.3% | +0.3% | +356.9% | +321.6% |
| 5Y | +261.1% | -16.1% | +277.2% | +264.1% |
| All | +7,765.4% | +17.7% | +7,747.7% | +6,108.9% |
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