+4,404.4%
DELL vs ZBH
-16.2%
+4,420.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.1% | +10.8% | +11.6% |
| 7D | +8.2% | -4.7% | +12.9% | +10.0% |
| 30D | +17.1% | -4.5% | +21.6% | +18.8% |
| 3M | +45.2% | +7.6% | +37.6% | +39.9% |
| 6M | +286.8% | +0.3% | +286.5% | +280.4% |
| YTD | +354.8% | +4.5% | +350.3% | +338.5% |
| 1Y | +358.3% | -9.4% | +367.6% | +362.7% |
| 3Y | +724.9% | -21.5% | +746.4% | +759.8% |
| 5Y | +1,193.7% | -28.4% | +1,222.1% | +1,278.9% |
| All | +4,404.4% | -16.2% | +4,420.6% | +4,012.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling