-41.5%
INTU vs ZBH
-19.7%
-21.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.6% |
| 7D | -8.5% | -4.9% | -3.5% | -7.7% |
| 30D | -6.1% | -3.2% | -2.9% | -5.6% |
| 3M | +7.3% | +5.8% | +1.5% | +6.8% |
| 6M | -33.2% | +2.0% | -35.2% | -33.4% |
| YTD | -52.2% | +5.8% | -57.9% | -52.6% |
| 1Y | -52.7% | -7.9% | -44.7% | -52.5% |
| All | -41.5% | -19.7% | -21.7% | -38.4% |
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