+348.0%
AMD vs ZBH
-18.5%
+366.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.9% | +5.6% | +4.6% |
| 7D | +2.6% | -2.8% | +5.4% | +2.3% |
| 30D | -0.9% | -0.1% | -0.8% | -0.9% |
| 3M | -8.7% | +13.4% | -22.1% | -8.0% |
| 6M | +136.3% | +3.0% | +133.4% | +138.6% |
| YTD | +123.0% | +9.7% | +113.3% | +125.3% |
| 1Y | +195.2% | -5.4% | +200.6% | +201.0% |
| All | +348.0% | -18.5% | +366.6% | +383.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling