+8,848.7%
BKNG vs ZBH
+269.7%
+8,579.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.4% | -0.7% |
| 7D | -10.0% | -4.7% | -5.4% | -8.0% |
| 30D | -18.1% | -4.5% | -13.6% | -16.3% |
| 3M | +6.3% | +7.6% | -1.3% | +2.8% |
| 6M | +0.8% | +0.3% | +0.6% | 0.0% |
| YTD | -18.4% | +4.5% | -22.9% | -21.0% |
| 1Y | -20.4% | -9.4% | -11.0% | -18.5% |
| 3Y | +39.5% | -21.5% | +61.0% | +47.9% |
| 5Y | +92.7% | -28.4% | +121.1% | +111.0% |
| 10Y | +214.1% | -16.5% | +230.6% | +209.6% |
| All | +8,848.7% | +269.7% | +8,579.0% | +3,363.5% |
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