+32,355.3%
AVGO vs ZBH
+137.5%
+32,217.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.9% | +6.9% | +4.6% |
| 7D | -0.3% | -5.2% | +4.9% | +1.8% |
| 30D | -13.8% | -2.4% | -11.4% | -13.2% |
| 3M | -6.9% | +8.3% | -15.2% | -11.2% |
| 6M | +11.9% | +0.7% | +11.3% | +9.4% |
| YTD | +6.9% | +5.3% | +1.5% | +1.9% |
| 1Y | +7.4% | -9.1% | +16.5% | +7.8% |
| 3Y | +345.6% | -19.7% | +365.3% | +357.2% |
| 5Y | +718.9% | -31.3% | +750.2% | +790.1% |
| 10Y | +2,755.4% | -18.9% | +2,774.3% | +2,537.0% |
| All | +32,355.3% | +137.5% | +32,217.8% | +17,747.3% |
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