+209.1%
INTU vs ZBH
-17.1%
+226.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | +0.5% |
| 7D | -9.2% | -6.6% | -2.6% | -6.7% |
| 30D | -7.0% | -4.9% | -2.1% | -5.1% |
| 3M | +10.5% | +5.1% | +5.4% | +8.6% |
| 6M | -30.6% | +1.3% | -31.9% | -31.4% |
| YTD | -52.3% | +3.4% | -55.7% | -53.5% |
| 1Y | -51.8% | -8.7% | -43.1% | -51.0% |
| 3Y | -41.8% | -21.2% | -20.6% | -38.7% |
| 5Y | -42.8% | -29.2% | -13.6% | -37.5% |
| All | +209.1% | -17.1% | +226.2% | +189.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling