-33.9%
INTU vs ZBH
+3.8%
-37.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -3.9% | -2.4% | -1.5% | -3.5% |
| 30D | +12.0% | +16.6% | -4.6% | +8.9% |
| 3M | +2.3% | +10.8% | -8.5% | +0.3% |
| 6M | -12.1% | +35.8% | -47.8% | -15.2% |
| YTD | -47.5% | +20.5% | -68.0% | -49.3% |
| 1Y | -46.9% | +22.7% | -69.6% | -48.8% |
| All | -33.9% | +3.8% | -37.7% | -36.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling