+567.0%
WDC vs ZBH
-16.1%
+583.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.3% | -3.7% | -4.8% |
| 7D | +12.1% | -2.3% | +14.3% | +12.5% |
| 30D | -18.8% | +12.5% | -31.3% | -20.1% |
| 3M | -39.3% | +3.9% | -43.2% | -39.6% |
| 6M | -40.1% | +25.4% | -65.6% | -43.2% |
| YTD | +71.8% | +15.7% | +56.1% | +65.6% |
| 1Y | +88.5% | +15.2% | +73.3% | +81.9% |
| 3Y | +770.0% | +0.3% | +769.6% | +737.1% |
| All | +567.0% | -16.1% | +583.1% | +566.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling