+57.4%
INTC vs ZBH
+11.3%
+46.0%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +13.5% | -17.3% | +2.5% |
| 7D | -39.0% | +14.3% | -53.3% | -35.0% |
| 30D | -49.8% | +20.3% | -70.1% | -44.8% |
| 3M | -42.2% | +15.3% | -57.5% | -37.3% |
| 6M | -39.2% | +33.9% | -73.1% | -30.1% |
| YTD | +57.9% | +23.5% | +34.4% | +80.2% |
| 1Y | +57.4% | +7.9% | +49.5% | +77.2% |
| All | +57.4% | +11.3% | +46.0% | +77.2% |
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 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