+137.7%
UAL vs ZBH
-30.7%
+168.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.9% | +1.1% | -1.2% |
| 7D | +3.5% | -5.2% | +8.7% | +5.7% |
| 30D | -16.5% | -2.4% | -14.0% | -15.7% |
| 3M | +2.8% | +8.3% | -5.5% | -1.1% |
| 6M | +17.6% | +0.7% | +16.9% | +16.2% |
| YTD | -3.2% | +5.3% | -8.5% | -6.3% |
| 1Y | +0.4% | -9.1% | +9.5% | +2.3% |
| 3Y | +128.2% | -19.7% | +147.9% | +142.9% |
| 5Y | +137.7% | -31.3% | +169.0% | +158.7% |
| All | +137.7% | -30.7% | +168.5% | +158.7% |
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 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