+40.1%
GILD vs ZBH
+19.1%
+21.0%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.0% | -1.0% | -3.4% |
| 7D | +1.2% | +9.6% | -8.4% | -0.5% |
| 30D | +16.2% | +19.1% | -3.0% | +12.9% |
| 3M | +27.9% | +9.1% | +18.8% | +25.8% |
| 6M | +27.1% | +29.4% | -2.3% | +22.4% |
| YTD | +39.0% | +19.8% | +19.2% | +33.0% |
| 1Y | +40.1% | +23.4% | +16.7% | +32.3% |
| All | +40.1% | +19.1% | +21.0% | +32.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling