+186.7%
JCI vs ZBH
-0.3%
+187.1%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -1.0% | -2.3% |
| 7D | +3.2% | -2.3% | +5.4% | +3.1% |
| 30D | -8.6% | +12.5% | -21.1% | -8.3% |
| 3M | -7.7% | +3.9% | -11.7% | -7.3% |
| 6M | -2.6% | +25.4% | -28.0% | -3.0% |
| YTD | +17.4% | +15.7% | +1.7% | +17.5% |
| 1Y | +16.9% | +15.2% | +1.7% | +17.1% |
| 3Y | +186.7% | +0.3% | +186.4% | +170.2% |
| All | +186.7% | -0.3% | +187.1% | +170.2% |
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 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