+23.7%
WMB vs ZBH
+11.3%
+12.4%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +13.5% | -19.8% | -5.0% |
| 7D | -8.6% | +14.3% | -22.9% | -7.3% |
| 30D | -4.2% | +20.3% | -24.5% | -2.7% |
| 3M | -4.4% | +15.3% | -19.7% | -2.9% |
| 6M | -8.7% | +33.9% | -42.6% | -7.2% |
| YTD | +15.4% | +23.5% | -8.1% | +17.3% |
| 1Y | +23.7% | +7.9% | +15.8% | +24.6% |
| All | +23.7% | +11.3% | +12.4% | +24.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling