+56.5%
TEL vs ZBH
-28.6%
+85.2%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.1% | +2.4% | +3.2% |
| 7D | +1.6% | -4.7% | +6.3% | +3.1% |
| 30D | -0.7% | -4.5% | +3.8% | +0.7% |
| 3M | +2.4% | +7.6% | -5.1% | -0.7% |
| 6M | +4.1% | +0.3% | +3.8% | +3.2% |
| YTD | -5.8% | +4.5% | -10.4% | -8.3% |
| 1Y | +0.9% | -9.4% | +10.3% | +2.5% |
| 3Y | +72.6% | -21.5% | +94.1% | +83.7% |
| All | +56.5% | -28.6% | +85.2% | +63.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling