+51.9%
DOW vs ZBH
+11.3%
+40.6%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +13.5% | -16.7% | -3.1% |
| 7D | -4.2% | +14.3% | -18.5% | -4.1% |
| 30D | +14.7% | +20.3% | -5.6% | +14.5% |
| 3M | +9.1% | +15.3% | -6.2% | +9.0% |
| 6M | -17.7% | +33.9% | -51.6% | -18.2% |
| YTD | +44.6% | +23.5% | +21.1% | +42.5% |
| 1Y | +51.9% | +7.9% | +44.0% | +52.0% |
| All | +51.9% | +11.3% | +40.6% | +52.0% |
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