+59.1%
ISRG vs ZBH
+3.8%
+55.4%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.3% | -0.2% |
| 7D | -6.8% | -2.4% | -4.3% | -5.9% |
| 30D | +5.1% | +16.6% | -11.5% | 0.0% |
| 3M | +12.0% | +10.8% | +1.2% | +8.1% |
| 6M | +7.0% | +35.8% | -28.7% | -1.6% |
| YTD | -20.6% | +20.5% | -41.1% | -25.3% |
| 1Y | -21.4% | +22.7% | -44.2% | -26.3% |
| All | +59.1% | +3.8% | +55.4% | +43.4% |
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