+269.3%
ZBH vs AEIS
+922.8%
-653.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.8% | -6.7% | -4.3% |
| 7D | -5.2% | +8.1% | -13.3% | -6.3% |
| 30D | -2.4% | -11.1% | +8.7% | -1.0% |
| 3M | +8.3% | -5.6% | +13.9% | +7.2% |
| 6M | +0.7% | -0.6% | +1.3% | -1.9% |
| YTD | +5.3% | +38.0% | -32.7% | -3.0% |
| 1Y | -9.1% | +87.2% | -96.3% | -21.2% |
| 3Y | -19.7% | +179.7% | -199.4% | -36.5% |
| 5Y | -31.3% | +241.7% | -273.0% | -48.2% |
| 10Y | -18.9% | +547.2% | -566.1% | -47.2% |
| All | +269.3% | +922.8% | -653.4% | +81.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 2026-09-08: compounded portfolio wealth divided by compounded AEIS 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 2026-09-08 analysis · Full analysis span regression · 6 months rolling