+288.5%
WMB vs ZBH
-31.2%
+319.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.9% | +6.2% | +2.8% |
| 7D | +0.8% | -5.2% | +6.0% | +1.5% |
| 30D | +7.7% | -2.4% | +10.1% | +8.1% |
| 3M | +6.7% | +8.3% | -1.5% | +5.2% |
| 6M | +3.6% | +0.7% | +3.0% | +3.1% |
| YTD | +28.0% | +5.3% | +22.7% | +26.3% |
| 1Y | +37.6% | -9.1% | +46.7% | +38.6% |
| 3Y | +149.0% | -19.7% | +168.7% | +156.8% |
| All | +288.5% | -31.2% | +319.7% | +300.3% |
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