+425.7%
META vs ZBH
+16.4%
+409.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.6% | +2.5% | +4.3% |
| 7D | +5.7% | +11.3% | -5.6% | +1.8% |
| 30D | -10.8% | +21.5% | -32.3% | -16.7% |
| 3M | +8.4% | +12.5% | -4.1% | +3.5% |
| 6M | +5.4% | +32.3% | -26.9% | -5.3% |
| YTD | -2.6% | +21.4% | -24.0% | -10.5% |
| 1Y | +3.5% | +23.7% | -20.2% | -5.6% |
| 3Y | +102.0% | +7.0% | +95.0% | +86.3% |
| 5Y | +93.1% | -13.2% | +106.3% | +93.4% |
| 10Y | +425.7% | +19.3% | +406.4% | +323.2% |
| All | +425.7% | +16.4% | +409.3% | +323.2% |
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