+11.0%
NEE vs ZBH
-31.2%
+42.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | +0.4% |
| 7D | -1.9% | -6.6% | +4.6% | -0.2% |
| 30D | -3.1% | -4.9% | +1.8% | -1.9% |
| 3M | -2.4% | +5.1% | -7.5% | -4.2% |
| 6M | -8.6% | +1.3% | -9.9% | -9.8% |
| YTD | +4.9% | +3.4% | +1.6% | +2.7% |
| 1Y | +19.4% | -8.7% | +28.1% | +20.6% |
| 3Y | +34.9% | -21.2% | +56.1% | +41.7% |
| 5Y | +11.0% | -29.2% | +40.2% | +16.2% |
| All | +11.0% | -31.2% | +42.2% | +16.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling