+277.6%
UNP vs ZBH
-16.2%
+293.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -0.9% |
| 7D | -1.8% | -4.7% | +2.9% | -0.1% |
| 30D | -2.7% | -4.5% | +1.8% | -1.2% |
| 3M | +6.5% | +7.6% | -1.1% | +3.1% |
| 6M | +14.4% | +0.3% | +14.1% | +13.0% |
| YTD | +24.8% | +4.5% | +20.3% | +21.2% |
| 1Y | +34.4% | -9.4% | +43.8% | +36.9% |
| 3Y | +43.6% | -21.5% | +65.1% | +52.0% |
| 5Y | +53.2% | -28.4% | +81.6% | +65.1% |
| All | +277.6% | -16.2% | +293.8% | +255.5% |
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