+1,394.6%
WDC vs ZBH
-19.7%
+1,414.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +1.1% |
| 7D | +7.5% | -4.9% | +12.4% | +6.9% |
| 30D | +10.1% | -3.2% | +13.3% | +9.7% |
| 3M | -6.8% | +5.8% | -12.7% | -6.3% |
| 6M | +84.1% | +2.0% | +82.2% | +86.0% |
| YTD | +180.3% | +5.8% | +174.5% | +183.4% |
| 1Y | +411.1% | -7.9% | +419.0% | +418.1% |
| All | +1,394.6% | -19.7% | +1,414.3% | +1,474.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling