+2,274.3%
INTU vs ZBH
+309.2%
+1,965.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.9% |
| 7D | +0.1% | -2.3% | +2.3% | +0.8% |
| 30D | +10.1% | +12.5% | -2.4% | +5.2% |
| 3M | -4.2% | +3.9% | -8.1% | -5.8% |
| 6M | -7.2% | +25.4% | -32.7% | -14.7% |
| YTD | -47.7% | +15.7% | -63.4% | -51.0% |
| 1Y | -46.7% | +15.2% | -61.9% | -50.1% |
| 3Y | -34.1% | +0.3% | -34.4% | -37.0% |
| 5Y | -43.3% | -16.1% | -27.2% | -42.1% |
| 10Y | +232.6% | +17.8% | +214.8% | +189.5% |
| All | +2,274.3% | +309.2% | +1,965.1% | +1,180.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling