+118.9%
EOG vs ZBH
-16.2%
+135.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.6% |
| 7D | +1.5% | -4.7% | +6.2% | +3.5% |
| 30D | +2.9% | -4.5% | +7.4% | +4.8% |
| 3M | +8.7% | +7.6% | +1.2% | +4.3% |
| 6M | +12.9% | +0.3% | +12.6% | +10.6% |
| YTD | +43.8% | +4.5% | +39.3% | +37.9% |
| 1Y | +27.1% | -9.4% | +36.5% | +28.7% |
| 3Y | +25.9% | -21.5% | +47.4% | +33.1% |
| 5Y | +177.9% | -28.4% | +206.3% | +198.4% |
| All | +118.9% | -16.2% | +135.1% | +105.4% |
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 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