+6.7%
AMZN vs ZBH
+11.3%
-4.6%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +13.5% | -7.4% | +5.6% |
| 7D | +4.5% | +14.3% | -9.8% | +4.0% |
| 30D | +5.8% | +20.3% | -14.5% | +5.4% |
| 3M | -4.1% | +15.3% | -19.4% | -4.4% |
| 6M | -2.2% | +33.9% | -36.2% | -2.4% |
| YTD | +15.3% | +23.5% | -8.2% | +15.2% |
| 1Y | +6.7% | +7.9% | -1.2% | +6.7% |
| All | +6.7% | +11.3% | -4.6% | +6.7% |
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