+636.7%
DELL vs ZBH
-21.6%
+658.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.3% | -3.1% | -5.3% |
| 7D | -1.9% | -6.6% | +4.7% | -1.8% |
| 30D | +14.9% | -4.9% | +19.8% | +14.9% |
| 3M | +37.2% | +5.1% | +32.1% | +36.5% |
| 6M | +254.0% | +1.3% | +252.6% | +254.4% |
| YTD | +306.1% | +3.4% | +302.8% | +304.1% |
| 1Y | +312.3% | -8.7% | +321.0% | +315.2% |
| All | +636.7% | -21.6% | +658.3% | +657.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling