+362.7%
GLW vs ZBH
+3.8%
+358.9%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.1% | +7.3% | +7.4% |
| 7D | +1.4% | -2.4% | +3.9% | +1.1% |
| 30D | -18.2% | +16.6% | -34.8% | -16.8% |
| 3M | -24.2% | +10.8% | -35.0% | -22.9% |
| 6M | -41.7% | +35.8% | -77.5% | -41.7% |
| YTD | +38.3% | +20.5% | +17.8% | +40.9% |
| 1Y | +38.2% | +22.7% | +15.5% | +40.7% |
| All | +362.7% | +3.8% | +358.9% | +342.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling