+18.7%
HPQ vs ZBH
-5.6%
+24.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.9% | +3.1% | +2.4% |
| 7D | +6.9% | -2.8% | +9.8% | +7.4% |
| 30D | +14.4% | -0.1% | +14.5% | +14.5% |
| 3M | +25.6% | +13.4% | +12.2% | +24.0% |
| 6M | +75.0% | +3.0% | +72.1% | +74.3% |
| YTD | +50.7% | +9.7% | +41.0% | +48.4% |
| 1Y | +18.7% | -5.4% | +24.1% | +14.9% |
| All | +18.7% | -5.6% | +24.3% | +14.9% |
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