+147.8%
GE vs ZBH
-17.1%
+165.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | +0.5% |
| 7D | -2.8% | -6.6% | +3.8% | -0.2% |
| 30D | -11.9% | -4.9% | -7.0% | -10.2% |
| 3M | +1.8% | +5.1% | -3.3% | -1.0% |
| 6M | -0.6% | +1.3% | -2.0% | -2.4% |
| YTD | +5.5% | +3.4% | +2.2% | +2.3% |
| 1Y | +15.0% | -8.7% | +23.6% | +16.2% |
| 3Y | +269.5% | -21.2% | +290.7% | +289.2% |
| 5Y | +422.4% | -29.2% | +451.6% | +468.8% |
| All | +147.8% | -17.1% | +165.0% | +133.6% |
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 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