-15.5%
ZBH vs ACGL
+270.1%
-285.7%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.2% |
| 7D | -4.9% | -2.1% | -2.8% | -4.0% |
| 30D | -3.2% | -2.2% | -1.1% | -2.3% |
| 3M | +5.8% | +6.3% | -0.5% | +3.2% |
| 6M | +2.0% | +0.5% | +1.4% | +1.5% |
| YTD | +5.8% | +0.2% | +5.6% | +5.4% |
| 1Y | -7.9% | +7.3% | -15.2% | -11.1% |
| 3Y | -19.4% | +30.8% | -50.2% | -30.8% |
| 5Y | -29.5% | +155.8% | -185.3% | -57.4% |
| 10Y | -15.5% | +276.3% | -291.9% | -55.5% |
| All | -15.5% | +270.1% | -285.7% | -55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ACGL 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling