+164.9%
ASML vs ZBH
-15.7%
+180.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.9% | +5.0% | +4.2% |
| 7D | +1.1% | -2.8% | +3.9% | +1.3% |
| 30D | +2.2% | -0.1% | +2.3% | +2.2% |
| 3M | -2.3% | +13.4% | -15.7% | -3.7% |
| 6M | +23.0% | +3.0% | +20.0% | +22.8% |
| YTD | +61.1% | +9.7% | +51.4% | +59.5% |
| 1Y | +129.1% | -5.4% | +134.5% | +130.7% |
| All | +164.9% | -15.7% | +180.6% | +168.9% |
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