+16.9%
HON vs ZBH
-21.6%
+38.5%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -0.8% |
| 7D | -2.6% | -6.6% | +3.9% | -1.2% |
| 30D | -11.9% | -4.9% | -7.0% | -10.9% |
| 3M | -6.1% | +5.1% | -11.2% | -7.4% |
| 6M | -19.2% | +1.3% | -20.5% | -19.8% |
| YTD | +0.2% | +3.4% | -3.2% | -1.2% |
| 1Y | -1.5% | -8.7% | +7.2% | -0.5% |
| All | +16.9% | -21.6% | +38.5% | +25.7% |
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