+3,441.7%
WELL vs ZBH
+287.8%
+3,153.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.7% |
| 7D | -0.8% | -2.8% | +2.0% | +0.2% |
| 30D | -0.1% | -0.1% | 0.0% | -0.1% |
| 3M | +18.0% | +13.4% | +4.6% | +12.2% |
| 6M | +15.0% | +3.0% | +12.0% | +12.6% |
| YTD | +28.6% | +9.7% | +19.0% | +22.8% |
| 1Y | +42.9% | -5.4% | +48.3% | +43.0% |
| 3Y | +203.0% | -15.6% | +218.6% | +209.5% |
| 5Y | +206.9% | -28.1% | +235.0% | +227.4% |
| 10Y | +339.5% | -15.2% | +354.7% | +331.2% |
| All | +3,441.7% | +287.8% | +3,153.9% | +2,155.2% |
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