+411.8%
GE vs ZBH
-16.1%
+427.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.6% |
| 7D | +2.7% | -2.3% | +4.9% | +3.3% |
| 30D | +8.1% | +12.5% | -4.4% | +4.9% |
| 3M | -7.9% | +3.9% | -11.8% | -9.0% |
| 6M | +12.9% | +25.4% | -12.5% | +5.7% |
| YTD | +8.2% | +15.7% | -7.5% | +3.0% |
| 1Y | +9.7% | +15.2% | -5.5% | +4.5% |
| 3Y | +266.1% | +0.3% | +265.8% | +252.7% |
| All | +411.8% | -16.1% | +427.9% | +434.8% |
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