+2,534.2%
NEE vs ZBH
+274.1%
+2,260.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.5% |
| 7D | -0.5% | -4.9% | +4.4% | +0.7% |
| 30D | -1.7% | -3.2% | +1.6% | -1.0% |
| 3M | -1.8% | +5.8% | -7.7% | -3.6% |
| 6M | -8.8% | +2.0% | -10.8% | -10.0% |
| YTD | +5.2% | +5.8% | -0.6% | +2.7% |
| 1Y | +21.3% | -7.9% | +29.3% | +22.1% |
| 3Y | +35.2% | -19.4% | +54.6% | +39.6% |
| 5Y | +10.1% | -29.5% | +39.6% | +16.3% |
| 10Y | +253.2% | -15.5% | +268.8% | +241.1% |
| All | +2,534.2% | +274.1% | +2,260.1% | +1,663.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling