+198.7%
WELL vs ZBH
-19.7%
+218.4%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.6% |
| 7D | -1.1% | -4.9% | +3.8% | -0.4% |
| 30D | +0.7% | -3.2% | +4.0% | +1.2% |
| 3M | +14.5% | +5.8% | +8.7% | +13.3% |
| 6M | +14.4% | +2.0% | +12.4% | +13.6% |
| YTD | +28.5% | +5.8% | +22.7% | +26.7% |
| 1Y | +41.8% | -7.9% | +49.7% | +42.3% |
| All | +198.7% | -19.7% | +218.4% | +211.7% |
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 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