-34.9%
DOW vs ZBH
-19.7%
-15.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.7% |
| 7D | -6.0% | -4.9% | -1.1% | -4.5% |
| 30D | -2.7% | -3.2% | +0.5% | -1.8% |
| 3M | -10.5% | +5.8% | -16.3% | -12.7% |
| 6M | -12.4% | +2.0% | -14.4% | -14.0% |
| YTD | +30.0% | +5.8% | +24.2% | +25.0% |
| 1Y | +27.8% | -7.9% | +35.7% | +29.5% |
| All | -34.9% | -19.7% | -15.1% | -31.0% |
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 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