-17.4%
ZBH vs BRKR
+155.3%
-172.7%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.4% | +1.2% |
| 7D | -4.7% | -8.7% | +4.0% | -2.5% |
| 30D | -4.5% | -9.9% | +5.4% | -2.2% |
| 3M | +7.6% | -3.1% | +10.7% | +6.6% |
| 6M | +0.3% | +45.5% | -45.2% | -12.3% |
| YTD | +4.5% | +13.7% | -9.2% | -2.7% |
| 1Y | -9.4% | +67.4% | -76.8% | -25.0% |
| 3Y | -21.5% | -13.2% | -8.3% | -25.8% |
| 5Y | -28.4% | -39.5% | +11.1% | -25.5% |
| All | -17.4% | +155.3% | -172.7% | -46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 10y: compounded portfolio wealth divided by compounded BRKR 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…
10y analysis · Full analysis span regression · 6 months rolling