+36.5%
EQIX vs ZBH
-28.6%
+65.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.2% | +1.1% |
| 7D | +0.2% | -4.7% | +4.8% | +1.4% |
| 30D | -2.5% | -4.5% | +2.0% | -1.4% |
| 3M | 0.0% | +7.6% | -7.6% | -2.5% |
| 6M | +7.6% | +0.3% | +7.4% | +6.8% |
| YTD | +37.5% | +4.5% | +33.0% | +34.4% |
| 1Y | +32.9% | -9.4% | +42.3% | +35.0% |
| 3Y | +42.8% | -21.5% | +64.2% | +51.0% |
| All | +36.5% | -28.6% | +65.2% | +45.5% |
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