+1,269.8%
TXN vs ZBH
+274.1%
+995.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +0.9% |
| 7D | +2.7% | -4.9% | +7.6% | +4.4% |
| 30D | -6.7% | -3.2% | -3.5% | -5.8% |
| 3M | -8.9% | +5.8% | -14.7% | -11.7% |
| 6M | +34.7% | +2.0% | +32.7% | +31.6% |
| YTD | +53.3% | +5.8% | +47.5% | +47.6% |
| 1Y | +45.0% | -7.9% | +53.0% | +45.5% |
| 3Y | +73.1% | -19.4% | +92.5% | +79.8% |
| 5Y | +59.9% | -29.5% | +89.4% | +71.9% |
| 10Y | +415.7% | -15.5% | +431.2% | +397.6% |
| All | +1,269.8% | +274.1% | +995.6% | +694.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling