+428.9%
FISV vs ZBH
+272.6%
+156.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.9% | -0.1% | -2.5% |
| 7D | -1.6% | -5.2% | +3.6% | +0.5% |
| 30D | -3.0% | -2.4% | -0.5% | -2.0% |
| 3M | -3.5% | +8.3% | -11.8% | -6.6% |
| 6M | -19.4% | +0.7% | -20.1% | -20.1% |
| YTD | -24.3% | +5.3% | -29.6% | -26.4% |
| 1Y | -62.4% | -9.1% | -53.3% | -61.4% |
| 3Y | -58.2% | -19.7% | -38.5% | -56.1% |
| 5Y | -56.5% | -31.3% | -25.2% | -52.1% |
| 10Y | -0.5% | -18.9% | +18.4% | -1.5% |
| All | +428.9% | +272.6% | +156.3% | +213.7% |
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