+2,474.6%
EOG vs ZBH
+272.6%
+2,202.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.9% | +4.0% | +1.8% |
| 7D | -2.0% | -5.2% | +3.2% | +0.3% |
| 30D | +7.9% | -2.4% | +10.3% | +8.9% |
| 3M | +4.5% | +8.3% | -3.8% | -0.1% |
| 6M | +12.3% | +0.7% | +11.6% | +9.9% |
| YTD | +41.9% | +5.3% | +36.5% | +35.7% |
| 1Y | +27.8% | -9.1% | +36.9% | +29.1% |
| 3Y | +21.8% | -19.7% | +41.5% | +26.6% |
| 5Y | +174.0% | -31.3% | +205.3% | +197.9% |
| 10Y | +110.4% | -18.9% | +129.3% | +106.9% |
| All | +2,474.6% | +272.6% | +2,202.0% | +1,300.0% |
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 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