+73.7%
UAL vs ZBH
+17.7%
+56.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.5% | -0.9% |
| 7D | -3.0% | -2.3% | -0.8% | -1.5% |
| 30D | +10.5% | +12.5% | -2.0% | +2.2% |
| 3M | -13.5% | +3.9% | -17.4% | -16.3% |
| 6M | +14.2% | +25.4% | -11.2% | -3.6% |
| YTD | -2.2% | +15.7% | -17.9% | -13.8% |
| 1Y | +12.5% | +15.2% | -2.7% | -0.6% |
| 3Y | +186.8% | +0.3% | +186.5% | +158.9% |
| 5Y | +119.4% | -16.1% | +135.4% | +123.4% |
| All | +73.7% | +17.7% | +56.0% | +38.8% |
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