+854.0%
XLI vs ZBH
+274.1%
+579.8%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.7% |
| 7D | -0.6% | -4.9% | +4.3% | +1.3% |
| 30D | -6.9% | -3.2% | -3.7% | -5.9% |
| 3M | -1.9% | +5.8% | -7.8% | -4.6% |
| 6M | +1.0% | +2.0% | -0.9% | -0.9% |
| YTD | +11.3% | +5.8% | +5.5% | +7.5% |
| 1Y | +15.8% | -7.9% | +23.7% | +16.8% |
| 3Y | +69.8% | -19.4% | +89.2% | +76.5% |
| 5Y | +80.9% | -29.5% | +110.4% | +94.6% |
| 10Y | +257.2% | -15.5% | +272.8% | +241.5% |
| All | +854.0% | +274.1% | +579.8% | +414.9% |
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 1990-01-01 to 2026-09-09: 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling