+3,292.0%
AMD vs ZBH
+326.1%
+2,965.9%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.3% |
| 7D | +13.1% | -2.4% | +15.6% | +14.7% |
| 30D | -7.0% | +16.6% | -23.6% | -13.4% |
| 3M | +16.6% | +10.8% | +5.7% | +10.1% |
| 6M | +20.5% | +35.8% | -15.2% | +1.8% |
| YTD | +158.2% | +20.5% | +137.7% | +126.9% |
| 1Y | +132.8% | +22.7% | +110.0% | +102.2% |
| 3Y | +366.2% | +4.9% | +361.3% | +316.0% |
| 5Y | +278.7% | -12.8% | +291.5% | +271.2% |
| 10Y | +8,164.6% | +22.7% | +8,141.9% | +6,315.7% |
| All | +3,292.0% | +326.1% | +2,965.9% | +1,539.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling