+283.3%
WMB vs ZBH
+19.2%
+264.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.7% | +3.5% | +1.6% |
| 7D | +8.1% | -2.1% | +10.2% | +8.8% |
| 30D | -6.9% | +13.6% | -20.4% | -11.6% |
| 3M | -5.1% | +7.1% | -12.2% | -8.3% |
| 6M | -5.7% | +26.1% | -31.8% | -14.5% |
| YTD | +18.1% | +17.2% | +0.8% | +8.9% |
| 1Y | +18.4% | +17.4% | +1.0% | +9.0% |
| 3Y | +122.7% | +2.0% | +120.7% | +108.1% |
| 5Y | +202.0% | -15.0% | +217.0% | +199.1% |
| All | +283.3% | +19.2% | +264.0% | +232.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling