+387.1%
GLW vs ZBH
-31.2%
+418.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -3.9% | +11.5% | +8.3% |
| 7D | +14.0% | -5.2% | +19.2% | +15.0% |
| 30D | +0.4% | -2.4% | +2.8% | +0.6% |
| 3M | -11.3% | +8.3% | -19.6% | -13.8% |
| 6M | +35.1% | +0.7% | +34.4% | +33.7% |
| YTD | +90.5% | +5.3% | +85.2% | +86.1% |
| 1Y | +132.0% | -9.1% | +141.1% | +134.5% |
| 3Y | +463.3% | -19.7% | +483.0% | +486.3% |
| All | +387.1% | -31.2% | +418.4% | +416.0% |
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