+252.1%
INTC vs ZBH
-16.2%
+268.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | +2.3% |
| 7D | +7.5% | -4.7% | +12.1% | +8.9% |
| 30D | +2.0% | -4.5% | +6.5% | +3.1% |
| 3M | -12.0% | +7.6% | -19.6% | -15.2% |
| 6M | +114.5% | +0.3% | +114.3% | +110.2% |
| YTD | +179.0% | +4.5% | +174.4% | +167.8% |
| 1Y | +318.3% | -9.4% | +327.7% | +318.0% |
| 3Y | +171.2% | -21.5% | +192.7% | +183.8% |
| 5Y | +107.6% | -28.4% | +136.0% | +121.3% |
| All | +252.1% | -16.2% | +268.3% | +247.9% |
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 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