+45.2%
REGN vs ZBH
+22.8%
+22.4%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +13.5% | -17.9% | -5.9% |
| 7D | +14.4% | +14.3% | +0.2% | +12.3% |
| 30D | +28.1% | +20.3% | +7.8% | +24.1% |
| 3M | +22.5% | +15.3% | +7.2% | +19.8% |
| 6M | +31.6% | +33.9% | -2.4% | +22.4% |
| YTD | +21.0% | +23.5% | -2.4% | +13.3% |
| All | +45.2% | +22.8% | +22.4% | +33.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling