+281.8%
QCOM vs ZBH
-18.0%
+299.7%
-44.3%
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 | +1.3% | +0.4% | +0.9% | +1.2% |
| 7D | +4.4% | -4.9% | +9.3% | +6.0% |
| 30D | +9.4% | -3.2% | +12.6% | +10.4% |
| 3M | -13.7% | +5.8% | -19.5% | -15.9% |
| 6M | +28.9% | +2.0% | +26.9% | +26.2% |
| YTD | +4.7% | +5.8% | -1.0% | +1.1% |
| 1Y | +13.5% | -7.9% | +21.4% | +14.0% |
| 3Y | +77.1% | -19.4% | +96.5% | +83.9% |
| 5Y | +38.9% | -29.5% | +68.4% | +49.2% |
| 10Y | +281.8% | -15.5% | +297.3% | +267.0% |
| All | +281.8% | -18.0% | +299.7% | +267.0% |
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