-45.2%
INTU vs ZBH
+11.3%
-56.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +13.5% | -10.0% | +0.1% |
| 7D | +8.7% | +14.3% | -5.6% | +4.9% |
| 30D | +25.9% | +20.3% | +5.6% | +20.1% |
| 3M | +10.7% | +15.3% | -4.5% | +6.7% |
| 6M | -11.6% | +33.9% | -45.5% | -15.1% |
| YTD | -45.4% | +23.5% | -68.9% | -48.3% |
| 1Y | -45.2% | +7.9% | -53.1% | -47.6% |
| All | -45.2% | +11.3% | -56.6% | -47.6% |
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