+26.4%
HPQ vs ZBH
-21.6%
+48.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.3% | +3.3% | +1.6% |
| 7D | +3.5% | -6.6% | +10.1% | +5.1% |
| 30D | +13.7% | -4.9% | +18.6% | +15.0% |
| 3M | +33.9% | +5.1% | +28.7% | +32.6% |
| 6M | +80.9% | +1.3% | +79.6% | +79.9% |
| YTD | +52.6% | +3.4% | +49.2% | +50.8% |
| 1Y | +21.2% | -8.7% | +29.9% | +22.3% |
| All | +26.4% | -21.6% | +48.0% | +28.3% |
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