+47.5%
ASML vs ZBH
+16.6%
+30.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | -0.3% |
| 7D | +4.9% | -2.3% | +7.2% | +4.6% |
| 30D | -9.3% | +12.5% | -21.7% | -6.8% |
| 3M | -19.0% | +3.9% | -22.9% | -17.7% |
| 6M | -5.2% | +25.4% | -30.6% | -3.9% |
| YTD | +40.6% | +15.7% | +24.9% | +47.0% |
| 1Y | +47.5% | +15.2% | +32.3% | +54.2% |
| All | +47.5% | +16.6% | +30.9% | +54.2% |
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 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