+178.8%
FDX vs ZBH
-18.0%
+196.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.7% |
| 7D | -2.3% | -4.9% | +2.6% | -0.4% |
| 30D | -4.9% | -3.2% | -1.6% | -3.7% |
| 3M | -6.5% | +5.8% | -12.3% | -9.0% |
| 6M | +6.7% | +2.0% | +4.7% | +4.6% |
| YTD | +33.9% | +5.8% | +28.1% | +29.1% |
| 1Y | +72.2% | -7.9% | +80.1% | +74.0% |
| 3Y | +60.2% | -19.4% | +79.6% | +68.2% |
| 5Y | +62.9% | -29.5% | +92.4% | +77.9% |
| 10Y | +178.8% | -15.5% | +194.4% | +157.2% |
| All | +178.8% | -18.0% | +196.8% | +157.2% |
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