+132.3%
HON vs ZBH
-16.2%
+148.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.3% |
| 7D | -3.5% | -4.7% | +1.2% | -1.7% |
| 30D | -13.8% | -4.5% | -9.3% | -12.3% |
| 3M | -11.7% | +7.6% | -19.3% | -14.5% |
| 6M | -18.7% | +0.3% | -19.0% | -19.6% |
| YTD | +0.2% | +4.5% | -4.3% | -2.7% |
| 1Y | -3.1% | -9.4% | +6.3% | -1.3% |
| 3Y | +17.0% | -21.5% | +38.5% | +24.2% |
| 5Y | +2.0% | -28.4% | +30.4% | +10.2% |
| All | +132.3% | -16.2% | +148.5% | +117.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling