+2,604.3%
PWR vs ZBH
+272.6%
+2,331.7%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.9% | +6.3% | +4.1% |
| 7D | +4.5% | -5.2% | +9.7% | +6.9% |
| 30D | -4.9% | -2.4% | -2.5% | -4.2% |
| 3M | -7.9% | +8.3% | -16.1% | -12.5% |
| 6M | +18.3% | +0.7% | +17.7% | +15.3% |
| YTD | +51.5% | +5.3% | +46.2% | +44.0% |
| 1Y | +70.3% | -9.1% | +79.4% | +70.7% |
| 3Y | +210.6% | -19.7% | +230.3% | +220.1% |
| 5Y | +456.7% | -31.3% | +488.0% | +507.5% |
| 10Y | +2,396.1% | -18.9% | +2,415.0% | +2,252.2% |
| All | +2,604.3% | +272.6% | +2,331.7% | +1,085.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling