+26,248.0%
WDC vs ZBH
+272.6%
+25,975.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.9% | +6.1% | +3.8% |
| 7D | +6.0% | -5.2% | +11.2% | +8.4% |
| 30D | +9.9% | -2.4% | +12.3% | +10.8% |
| 3M | -9.4% | +8.3% | -17.6% | -14.3% |
| 6M | +94.7% | +0.7% | +94.1% | +88.7% |
| YTD | +177.4% | +5.3% | +172.0% | +162.0% |
| 1Y | +412.6% | -9.1% | +421.7% | +410.2% |
| 3Y | +1,359.8% | -19.7% | +1,379.5% | +1,388.2% |
| 5Y | +992.6% | -31.3% | +1,023.9% | +1,087.6% |
| 10Y | +1,245.5% | -18.9% | +1,264.4% | +1,202.6% |
| All | +26,248.0% | +272.6% | +25,975.4% | +12,604.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling