+21.7%
ELV vs ZBH
-28.6%
+50.3%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.2% | +6.7% | +5.8% |
| 7D | +2.8% | -4.7% | +7.4% | +3.9% |
| 30D | +4.9% | -4.5% | +9.4% | +6.0% |
| 3M | +4.9% | +7.6% | -2.7% | +2.8% |
| 6M | +45.1% | +0.3% | +44.8% | +44.1% |
| YTD | +20.7% | +4.5% | +16.1% | +18.5% |
| 1Y | +35.0% | -9.4% | +44.4% | +36.7% |
| 3Y | -2.4% | -21.5% | +19.1% | +1.3% |
| All | +21.7% | -28.6% | +50.3% | +25.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling