+278.9%
UNP vs ZBH
+17.7%
+261.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.1% |
| 7D | +4.2% | -2.3% | +6.5% | +5.1% |
| 30D | +5.6% | +12.5% | -6.9% | +0.6% |
| 3M | +2.0% | +3.9% | -1.9% | -0.1% |
| 6M | +15.4% | +25.4% | -10.0% | +4.6% |
| YTD | +32.7% | +15.7% | +17.0% | +23.2% |
| 1Y | +39.4% | +15.2% | +24.3% | +29.6% |
| 3Y | +54.3% | +0.3% | +54.0% | +47.6% |
| 5Y | +39.6% | -16.1% | +55.7% | +41.3% |
| All | +278.9% | +17.7% | +261.2% | +246.7% |
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 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