+210.2%
INTU vs ZBH
-15.2%
+225.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.7% |
| 7D | -8.5% | -4.9% | -3.5% | -6.6% |
| 30D | -6.1% | -3.2% | -2.9% | -4.8% |
| 3M | +7.3% | +5.8% | +1.5% | +5.2% |
| 6M | -33.2% | +2.0% | -35.2% | -34.2% |
| YTD | -52.2% | +5.8% | -57.9% | -53.7% |
| 1Y | -52.7% | -7.9% | -44.7% | -52.0% |
| 3Y | -41.6% | -19.4% | -22.3% | -39.0% |
| 5Y | -42.6% | -29.5% | -13.1% | -37.1% |
| All | +210.2% | -15.2% | +225.4% | +187.8% |
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