+47.4%
ZBH vs BLDR
+414.6%
-367.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.5% | -3.4% | -1.2% |
| 7D | -2.8% | -2.8% | 0.0% | -2.5% |
| 30D | -0.1% | -13.3% | +13.2% | +1.7% |
| 3M | +13.4% | -12.3% | +25.7% | +14.9% |
| 6M | +3.0% | -31.5% | +34.4% | +7.4% |
| YTD | +9.7% | -36.1% | +45.7% | +15.1% |
| 1Y | -5.4% | -54.1% | +48.7% | +3.4% |
| 3Y | -15.6% | -55.8% | +40.2% | -9.4% |
| 5Y | -28.1% | +20.7% | -48.9% | -33.7% |
| 10Y | -15.2% | +390.2% | -405.5% | -36.9% |
| All | +47.4% | +414.6% | -367.2% | -22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 all: compounded portfolio wealth divided by compounded BLDR 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…
all analysis · Full analysis span regression · 6 months rolling