+3,147.6%
UNH vs ZBH
+272.6%
+2,875.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.9% | +4.9% | +2.4% |
| 7D | +1.1% | -5.2% | +6.4% | +3.2% |
| 30D | -1.5% | -2.4% | +0.9% | -0.7% |
| 3M | -0.8% | +8.3% | -9.1% | -4.3% |
| 6M | +41.8% | +0.7% | +41.2% | +39.7% |
| YTD | +23.1% | +5.3% | +17.7% | +19.1% |
| 1Y | +28.5% | -9.1% | +37.6% | +30.5% |
| 3Y | -11.8% | -19.7% | +7.9% | -8.3% |
| 5Y | +5.3% | -31.3% | +36.6% | +13.6% |
| 10Y | +247.4% | -18.9% | +266.4% | +227.6% |
| All | +3,147.6% | +272.6% | +2,875.0% | +1,590.8% |
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 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