+469.4%
PWR vs ZBH
-28.6%
+498.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.1% | +4.0% | +4.9% |
| 7D | +4.2% | -4.7% | +8.9% | +5.2% |
| 30D | -4.0% | -4.5% | +0.4% | -3.3% |
| 3M | -4.8% | +7.6% | -12.3% | -7.3% |
| 6M | +14.6% | +0.3% | +14.4% | +13.3% |
| YTD | +54.2% | +4.5% | +49.7% | +50.4% |
| 1Y | +67.1% | -9.4% | +76.5% | +68.6% |
| 3Y | +218.5% | -21.5% | +239.9% | +233.9% |
| All | +469.4% | -28.6% | +498.1% | +499.5% |
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