+269.3%
ZBH vs BBWI
+332.7%
-63.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.1% | -0.8% | -3.3% |
| 7D | -5.2% | +1.6% | -6.8% | -5.5% |
| 30D | -2.4% | -6.2% | +3.8% | -1.4% |
| 3M | +8.3% | +4.3% | +3.9% | +6.7% |
| 6M | +0.7% | -7.2% | +7.8% | +0.5% |
| YTD | +5.3% | -3.0% | +8.4% | +3.7% |
| 1Y | -9.1% | -30.8% | +21.7% | -5.4% |
| 3Y | -19.7% | -43.4% | +23.7% | -16.8% |
| 5Y | -31.3% | -66.7% | +35.4% | -23.5% |
| 10Y | -18.9% | -55.7% | +36.7% | -28.7% |
| All | +269.3% | +332.7% | -63.3% | +75.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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