+782.9%
ENTG vs ZBH
-16.2%
+799.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.1% | +1.0% | +1.7% |
| 7D | +1.2% | -4.7% | +5.8% | +3.3% |
| 30D | -12.9% | -4.5% | -8.4% | -11.4% |
| 3M | -3.1% | +7.6% | -10.6% | -8.2% |
| 6M | +21.0% | +0.3% | +20.7% | +17.8% |
| YTD | +67.0% | +4.5% | +62.5% | +59.1% |
| 1Y | +68.6% | -9.4% | +78.0% | +70.0% |
| 3Y | +48.6% | -21.5% | +70.1% | +57.7% |
| 5Y | +18.6% | -28.4% | +47.0% | +30.6% |
| All | +782.9% | -16.2% | +799.1% | +763.2% |
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