+3.6%
GOOG vs ZBH
+11.3%
-7.7%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +13.5% | -10.2% | +2.7% |
| 7D | -10.7% | +14.3% | -25.0% | -11.2% |
| 30D | -16.4% | +20.3% | -36.7% | -17.0% |
| 3M | -23.4% | +15.3% | -38.7% | -23.8% |
| 6M | -24.2% | +33.9% | -58.2% | -24.9% |
| YTD | -8.3% | +23.5% | -31.7% | -9.3% |
| 1Y | +3.6% | +7.9% | -4.3% | +2.2% |
| All | +3.6% | +11.3% | -7.7% | +2.2% |
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