-53.1%
FISV vs ZBH
-28.6%
-24.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.1% | +4.3% | +5.0% |
| 7D | -2.7% | -4.7% | +2.0% | -1.1% |
| 30D | 0.0% | -4.5% | +4.5% | +1.6% |
| 3M | -2.8% | +7.6% | -10.4% | -5.1% |
| 6M | -11.8% | +0.3% | -12.1% | -12.3% |
| YTD | -23.2% | +4.5% | -27.7% | -24.8% |
| 1Y | -62.0% | -9.4% | -52.6% | -61.1% |
| 3Y | -57.6% | -21.5% | -36.1% | -54.9% |
| All | -53.1% | -28.6% | -24.5% | -49.2% |
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 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