+45.0%
BBY vs ZBH
-20.7%
+65.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +1.9% | +2.7% |
| 7D | +0.6% | -4.7% | +5.3% | +2.0% |
| 30D | +9.4% | -4.5% | +13.9% | +11.0% |
| 3M | +19.3% | +7.6% | +11.8% | +16.5% |
| 6M | +47.9% | +0.3% | +47.6% | +46.9% |
| YTD | +39.6% | +4.5% | +35.0% | +36.4% |
| 1Y | +22.2% | -9.4% | +31.6% | +24.3% |
| 3Y | +45.0% | -21.5% | +66.5% | +55.8% |
| All | +45.0% | -20.7% | +65.7% | +55.8% |
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