+208.8%
WELL vs ZBH
-31.0%
+239.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.7% |
| 7D | -1.1% | -4.9% | +3.8% | 0.0% |
| 30D | +0.7% | -3.2% | +4.0% | +1.5% |
| 3M | +14.5% | +5.8% | +8.7% | +12.7% |
| 6M | +14.4% | +2.0% | +12.4% | +13.2% |
| YTD | +28.5% | +5.8% | +22.7% | +25.8% |
| 1Y | +41.8% | -7.9% | +49.7% | +42.9% |
| 3Y | +202.8% | -19.4% | +222.2% | +214.3% |
| 5Y | +208.8% | -29.5% | +238.3% | +226.8% |
| All | +208.8% | -31.0% | +239.8% | +226.8% |
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 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