+102.3%
INTC vs ZBH
-31.2%
+133.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.3% | -3.3% | -5.1% |
| 7D | +9.4% | -6.6% | +16.0% | +11.0% |
| 30D | +2.7% | -4.9% | +7.6% | +3.6% |
| 3M | -6.3% | +5.1% | -11.4% | -8.9% |
| 6M | +114.5% | +1.3% | +113.1% | +110.0% |
| YTD | +171.9% | +3.4% | +168.5% | +162.5% |
| 1Y | +305.0% | -8.7% | +313.7% | +305.0% |
| 3Y | +168.3% | -21.2% | +189.6% | +185.5% |
| 5Y | +102.3% | -29.2% | +131.5% | +113.1% |
| All | +102.3% | -31.2% | +133.5% | +113.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling