+81.9%
UBER vs ZBH
-31.2%
+113.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.3% | +4.4% | +3.1% |
| 7D | -4.5% | -6.6% | +2.1% | -1.6% |
| 30D | -7.6% | -4.9% | -2.7% | -5.6% |
| 3M | +5.8% | +5.1% | +0.6% | +3.1% |
| 6M | +0.3% | +1.3% | -1.1% | -1.2% |
| YTD | -11.2% | +3.4% | -14.6% | -13.8% |
| 1Y | -23.0% | -8.7% | -14.3% | -21.6% |
| 3Y | +53.6% | -21.2% | +74.8% | +65.7% |
| 5Y | +81.9% | -29.2% | +111.1% | +103.4% |
| All | +81.9% | -31.2% | +113.1% | +103.4% |
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