+280.0%
RTX vs ZBH
-17.1%
+297.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.6% | +1.2% |
| 7D | -2.0% | -6.6% | +4.6% | +0.7% |
| 30D | -11.2% | -4.9% | -6.3% | -9.5% |
| 3M | +12.0% | +5.1% | +6.9% | +9.1% |
| 6M | -3.6% | +1.3% | -4.9% | -5.2% |
| YTD | +9.2% | +3.4% | +5.8% | +6.1% |
| 1Y | +29.7% | -8.7% | +38.4% | +31.5% |
| 3Y | +152.0% | -21.2% | +173.2% | +165.4% |
| 5Y | +165.8% | -29.2% | +195.0% | +186.9% |
| All | +280.0% | -17.1% | +297.2% | +248.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling