-57.6%
FISV vs ZBH
-20.7%
-36.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.1% | +4.3% | +5.1% |
| 7D | -2.7% | -4.7% | +2.0% | -1.5% |
| 30D | 0.0% | -4.5% | +4.5% | +1.2% |
| 3M | -2.8% | +7.6% | -10.4% | -4.3% |
| 6M | -11.8% | +0.3% | -12.1% | -12.2% |
| YTD | -23.2% | +4.5% | -27.7% | -24.3% |
| 1Y | -62.0% | -9.4% | -52.6% | -61.6% |
| 3Y | -57.6% | -21.5% | -36.1% | -55.6% |
| All | -57.6% | -20.7% | -36.9% | -55.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling