-10.5%
ISRG vs ZBH
+11.3%
-21.8%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +13.5% | -4.1% | +3.4% |
| 7D | +8.5% | +14.3% | -5.7% | +2.3% |
| 30D | +18.6% | +20.3% | -1.7% | +9.6% |
| 3M | +30.9% | +15.3% | +15.6% | +22.9% |
| 6M | +6.6% | +33.9% | -27.4% | -3.7% |
| YTD | -14.9% | +23.5% | -38.4% | -22.1% |
| 1Y | -10.5% | +7.9% | -18.4% | -18.1% |
| All | -10.5% | +11.3% | -21.8% | -18.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling