+143.3%
DELL vs ZBH
+11.3%
+132.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +13.5% | -22.3% | -5.2% |
| 7D | -24.6% | +14.3% | -38.9% | -21.4% |
| 30D | -32.5% | +20.3% | -52.8% | -28.9% |
| 3M | -20.2% | +15.3% | -35.5% | -16.3% |
| 6M | +76.5% | +33.9% | +42.5% | +84.6% |
| YTD | +198.9% | +23.5% | +175.4% | +214.2% |
| 1Y | +143.3% | +7.9% | +135.4% | +161.3% |
| All | +143.3% | +11.3% | +132.0% | +161.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling