+2,058.7%
NXPI vs ZBH
+123.2%
+1,935.5%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.1% |
| 7D | +6.8% | -2.3% | +9.0% | +8.0% |
| 30D | +20.0% | +12.5% | +7.6% | +12.0% |
| 3M | +14.8% | +3.9% | +10.9% | +11.1% |
| 6M | -10.5% | +25.4% | -35.9% | -23.4% |
| YTD | +23.7% | +15.7% | +8.0% | +9.3% |
| 1Y | +34.1% | +15.2% | +18.9% | +18.5% |
| 3Y | +51.2% | +0.3% | +50.9% | +38.5% |
| 5Y | +33.4% | -16.1% | +49.5% | +34.6% |
| 10Y | +209.2% | +17.8% | +191.4% | +132.2% |
| All | +2,058.7% | +123.2% | +1,935.5% | +762.2% |
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