+417.4%
WDC vs ZBH
-5.6%
+423.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.9% | +6.7% | +5.6% |
| 7D | +1.7% | -2.8% | +4.6% | +0.8% |
| 30D | -10.0% | -0.1% | -9.9% | -10.0% |
| 3M | -18.8% | +13.4% | -32.2% | -15.5% |
| 6M | +79.0% | +3.0% | +76.1% | +86.3% |
| YTD | +171.6% | +9.7% | +161.9% | +188.1% |
| 1Y | +417.4% | -5.4% | +422.8% | +466.1% |
| All | +417.4% | -5.6% | +423.0% | +466.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling