+38.8%
SLB vs ZBH
+21.9%
+16.9%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.1% | +2.0% | +2.1% |
| 7D | -1.2% | -2.4% | +1.3% | -0.9% |
| 30D | +4.5% | +16.6% | -12.1% | +2.7% |
| 3M | -4.6% | +10.8% | -15.4% | -5.6% |
| 6M | -6.3% | +35.8% | -42.0% | -11.2% |
| YTD | +35.0% | +20.5% | +14.5% | +30.3% |
| 1Y | +38.8% | +22.7% | +16.1% | +34.3% |
| All | +38.8% | +21.9% | +16.9% | +34.3% |
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