+44,551.6%
AMZN vs ZBH
+272.6%
+44,279.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.9% | +3.3% | +0.8% |
| 7D | +0.8% | -5.2% | +6.0% | +2.6% |
| 30D | -6.4% | -2.4% | -4.0% | -5.6% |
| 3M | +4.8% | +8.3% | -3.5% | +1.4% |
| 6M | +20.5% | +0.7% | +19.9% | +18.9% |
| YTD | +11.3% | +5.3% | +6.0% | +7.7% |
| 1Y | +9.0% | -9.1% | +18.0% | +10.1% |
| 3Y | +85.9% | -19.7% | +105.6% | +92.0% |
| 5Y | +45.8% | -31.3% | +77.1% | +58.2% |
| 10Y | +555.5% | -18.9% | +574.4% | +525.3% |
| All | +44,551.6% | +272.6% | +44,279.0% | +24,456.0% |
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