+149.6%
GOOGL vs ZBH
-20.7%
+170.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.6% | +1.7% |
| 7D | 0.0% | -4.7% | +4.7% | +0.2% |
| 30D | -1.4% | -4.5% | +3.1% | -1.2% |
| 3M | -5.3% | +7.6% | -12.9% | -5.7% |
| 6M | +9.8% | +0.3% | +9.5% | +9.4% |
| YTD | +8.4% | +4.5% | +3.8% | +7.8% |
| 1Y | +41.2% | -9.4% | +50.6% | +41.1% |
| 3Y | +149.6% | -21.5% | +171.1% | +160.0% |
| All | +149.6% | -20.7% | +170.3% | +160.0% |
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 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