+523.6%
INTC vs ZBH
+272.6%
+251.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -3.9% | +13.0% | +10.4% |
| 7D | +17.4% | -5.2% | +22.6% | +19.4% |
| 30D | +2.8% | -2.4% | +5.2% | +3.3% |
| 3M | -5.3% | +8.3% | -13.5% | -9.4% |
| 6M | +140.6% | +0.7% | +139.9% | +134.2% |
| YTD | +183.1% | +5.3% | +177.8% | +169.5% |
| 1Y | +326.8% | -9.1% | +335.8% | +323.9% |
| 3Y | +179.4% | -19.7% | +199.1% | +188.5% |
| 5Y | +111.7% | -31.3% | +143.0% | +129.2% |
| 10Y | +253.8% | -18.9% | +272.8% | +241.0% |
| All | +523.6% | +272.6% | +251.0% | +219.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling