+550.7%
ISRG vs ZBH
+20.1%
+530.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.3% | -0.2% |
| 7D | -6.8% | -2.4% | -4.3% | -5.4% |
| 30D | +5.1% | +16.6% | -11.5% | -3.6% |
| 3M | +12.0% | +10.8% | +1.2% | +5.5% |
| 6M | +7.0% | +35.8% | -28.7% | -9.9% |
| YTD | -20.6% | +20.5% | -41.1% | -29.2% |
| 1Y | -21.4% | +22.7% | -44.2% | -30.7% |
| 3Y | +62.0% | +4.9% | +57.1% | +47.9% |
| 5Y | +28.1% | -12.8% | +40.9% | +31.7% |
| 10Y | +550.7% | +22.7% | +528.0% | +423.2% |
| All | +550.7% | +20.1% | +530.6% | +423.2% |
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