+140.0%
ASML vs ZBH
+3.8%
+136.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.6% | +1.8% |
| 7D | +2.5% | -2.4% | +5.0% | +2.5% |
| 30D | -12.2% | +16.6% | -28.8% | -12.1% |
| 3M | -14.6% | +10.8% | -25.4% | -14.4% |
| 6M | -1.7% | +35.8% | -37.5% | -3.6% |
| YTD | +44.3% | +20.5% | +23.8% | +43.8% |
| 1Y | +51.0% | +22.7% | +28.3% | +50.0% |
| All | +140.0% | +3.8% | +136.2% | +135.7% |
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 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