+1,157.1%
CAT vs ZBH
-18.0%
+1,175.1%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.3% | -1.0% |
| 7D | +2.9% | -4.9% | +7.9% | +4.8% |
| 30D | -2.6% | -3.2% | +0.6% | -1.6% |
| 3M | -10.7% | +5.8% | -16.5% | -13.5% |
| 6M | +16.1% | +2.0% | +14.2% | +13.5% |
| YTD | +43.2% | +5.8% | +37.5% | +37.7% |
| 1Y | +96.8% | -7.9% | +104.8% | +97.6% |
| 3Y | +201.4% | -19.4% | +220.7% | +214.5% |
| 5Y | +332.7% | -29.5% | +362.2% | +368.6% |
| 10Y | +1,157.1% | -15.5% | +1,172.7% | +1,068.4% |
| All | +1,157.1% | -18.0% | +1,175.1% | +1,068.4% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling