-5.3%
SYK vs ZBH
+19.1%
-24.4%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.0% | +1.7% | +0.6% |
| 7D | +7.5% | +9.6% | -2.1% | +1.1% |
| 30D | +20.4% | +19.1% | +1.3% | +7.6% |
| 3M | -0.3% | +9.1% | -9.4% | -6.0% |
| 6M | +14.2% | +29.4% | -15.2% | -0.5% |
| YTD | -3.8% | +19.8% | -23.6% | -14.5% |
| 1Y | -5.3% | +23.4% | -28.6% | -16.5% |
| All | -5.3% | +19.1% | -24.4% | -16.5% |
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 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