+642.9%
WDC vs ZBH
+17.7%
+625.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.3% | -3.7% | -4.5% |
| 7D | +12.1% | -2.3% | +14.3% | +13.2% |
| 30D | -18.8% | +12.5% | -31.3% | -23.2% |
| 3M | -39.3% | +3.9% | -43.2% | -41.0% |
| 6M | -40.1% | +25.4% | -65.6% | -47.5% |
| YTD | +71.8% | +15.7% | +56.1% | +54.6% |
| 1Y | +88.5% | +15.2% | +73.3% | +69.7% |
| 3Y | +770.0% | +0.3% | +769.6% | +691.0% |
| 5Y | +549.0% | -16.1% | +565.1% | +542.6% |
| All | +642.9% | +17.7% | +625.2% | +520.3% |
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