-2.5%
BSX vs ZBH
-29.4%
+26.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.3% | -1.8% | -3.3% |
| 7D | -8.2% | -6.6% | -1.6% | -5.7% |
| 30D | -15.8% | -4.9% | -10.9% | -14.1% |
| 3M | -10.8% | +5.1% | -16.0% | -12.6% |
| 6M | -38.4% | +1.3% | -39.7% | -39.0% |
| YTD | -54.8% | +3.4% | -58.2% | -55.7% |
| 1Y | -59.0% | -8.7% | -50.4% | -58.2% |
| 3Y | -20.0% | -21.2% | +1.2% | -14.5% |
| All | -2.5% | -29.4% | +26.9% | +5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling