+335.7%
NSC vs ZBH
-18.0%
+353.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.6% |
| 7D | -2.0% | -4.9% | +2.9% | -0.1% |
| 30D | -3.2% | -3.2% | +0.1% | -2.0% |
| 3M | +3.9% | +5.8% | -1.9% | +1.0% |
| 6M | +7.8% | +2.0% | +5.8% | +5.7% |
| YTD | +13.4% | +5.8% | +7.6% | +9.3% |
| 1Y | +20.3% | -7.9% | +28.3% | +21.8% |
| 3Y | +76.1% | -19.4% | +95.4% | +85.4% |
| 5Y | +45.0% | -29.5% | +74.5% | +58.7% |
| 10Y | +335.7% | -15.5% | +351.3% | +301.9% |
| All | +335.7% | -18.0% | +353.7% | +301.9% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling