+366.0%
WDC vs ZBH
-7.7%
+373.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.1% | -4.1% | -2.6% |
| 7D | -4.3% | -4.7% | +0.4% | -5.8% |
| 30D | -1.5% | -4.5% | +3.0% | -2.9% |
| 3M | -15.5% | +7.6% | -23.1% | -13.5% |
| 6M | +66.5% | +0.3% | +66.2% | +71.1% |
| YTD | +159.9% | +4.5% | +155.3% | +171.7% |
| 1Y | +366.0% | -9.4% | +375.3% | +406.3% |
| All | +366.0% | -7.7% | +373.6% | +406.3% |
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 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