+1,235.6%
ENTG vs ZBH
+272.6%
+963.0%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.9% | +5.6% | +3.7% |
| 7D | +8.9% | -5.2% | +14.2% | +11.9% |
| 30D | -7.2% | -2.4% | -4.8% | -6.4% |
| 3M | +6.4% | +8.3% | -1.8% | -0.5% |
| 6M | +25.7% | +0.7% | +25.0% | +21.2% |
| YTD | +67.9% | +5.3% | +62.5% | +57.7% |
| 1Y | +72.4% | -9.1% | +81.4% | +72.9% |
| 3Y | +48.4% | -19.7% | +68.1% | +55.2% |
| 5Y | +20.1% | -31.3% | +51.3% | +36.7% |
| 10Y | +768.2% | -18.9% | +787.1% | +733.4% |
| All | +1,235.6% | +272.6% | +963.0% | +530.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling