+3,483.4%
UNP vs ZBH
+287.8%
+3,195.6%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +0.5% |
| 7D | -5.3% | -2.8% | -2.5% | -4.4% |
| 30D | -1.5% | -0.1% | -1.5% | -1.6% |
| 3M | +10.3% | +13.4% | -3.2% | +4.8% |
| 6M | +9.7% | +3.0% | +6.7% | +7.4% |
| YTD | +27.1% | +9.7% | +17.4% | +21.5% |
| 1Y | +32.6% | -5.4% | +38.0% | +32.8% |
| 3Y | +40.0% | -15.6% | +55.6% | +43.7% |
| 5Y | +50.8% | -28.1% | +79.0% | +61.7% |
| 10Y | +278.6% | -15.2% | +293.9% | +264.2% |
| All | +3,483.4% | +287.8% | +3,195.6% | +2,089.6% |
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