+273.4%
UAL vs ZBH
+87.3%
+186.1%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -2.0% | -1.9% |
| 7D | +2.3% | -2.4% | +4.7% | +4.1% |
| 30D | +13.3% | +16.6% | -3.3% | +1.6% |
| 3M | -6.3% | +10.8% | -17.1% | -13.6% |
| 6M | +22.5% | +35.8% | -13.3% | -3.6% |
| YTD | +5.9% | +20.5% | -14.6% | -10.3% |
| 1Y | +24.7% | +22.7% | +1.9% | +4.2% |
| 3Y | +211.6% | +4.9% | +206.7% | +171.0% |
| 5Y | +130.6% | -12.8% | +143.4% | +126.8% |
| 10Y | +96.5% | +22.7% | +73.8% | +47.5% |
| All | +273.4% | +87.3% | +186.1% | +64.3% |
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